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HTNCX Hartford Municipal Real Return C

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Fund HTNCX Hartford Municipal Real Return C VWAHX Vanguard High-Yield Tax-Exempt ITM VanEck Vectors AMT-Free Interm Muni ETF  
Similarity
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100% 92% 88%
Annual Fees
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$146.94
(1.44% Exp. Ratio)
$20.41
(0.20% Exp. Ratio)
$24.49
(0.24% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.04% annual return
$11,874.27 $17,278.35 $17,071.79
Est. savings over 30 yrs +$5,404.08 +$5,197.53
Return
As of 10/31/16
1 YR RETURN 3.88%
3 YR 2.28%
5 YR 2.32%
10 YR 1.03%
1 YR RETURN 6.15%
3 YR 6.47%
5 YR 5.65%
10 YR 4.85%
1 YR RETURN 4.81%
3 YR 4.87%
5 YR 4.37%
10 YR --
Description
The investment seeks to provide current income exempt from federal income tax and after-tax inflation-adjusted total returns. The fund primarily invests in tax-exempt obligations issued by states, territories, and possessions of the United States, and their political subdivisions, agencies and instrumentalities. At least 80% of the tax-exempt obligations purchased by the fund will be of "investment grade" quality. It may invest up to 20% of its net assets in securities with income subject to federal income tax, including the Alternative Minimum Tax.
The investment seeks a high and sustainable level of current income that is exempt from federal personal income taxes. The fund invests at least 80% of its assets in investment-grade municipal bonds, as determined by a nationally recognized statistical rating organization (NRSRO) (e.g., Baa or higher by Moody's Investors Service, Inc. (Moody's)) or, if unrated, determined to be of comparable quality by the advisor. Up to 20% of the fund's assets may be invested in bonds that are rated less than investment grade by an NRSRO (e.g., less than Baa by Moody's) or, if unrated, determined to be of comparable quality by the advisor.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Bloomberg Barclays AMT-Free Intermediate Continuous Municipal Index. The fund normally invests at least 80% of its total assets in fixed income securities that comprise the index. The index is comprised of publicly traded municipal bonds that cover the U.S. dollar denominated intermediate term tax-exempt bond market.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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