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JITAX JPMorgan Intermediate Tax Free Bd A

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Fund JITAX JPMorgan Intermediate Tax Free Bd A PTXFX Pacific Capital T/F Securities Y VWITX Vanguard Interm-Term Tx-Ex Inv  
Similarity
?
100% 95% 98%
Annual Fees
?
$76.53
(0.75% Exp. Ratio)
$10.20
(0.10% Exp. Ratio)
$20.41
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.04% annual return
$14,638.66 $17,805.35 $17,278.35
Est. savings over 30 yrs +$3,166.69 +$2,639.68
Return
As of 10/31/16
1 YR RETURN 2.60%
3 YR 2.88%
5 YR 2.67%
10 YR 3.36%
1 YR RETURN 3.32%
3 YR 4.07%
5 YR 3.63%
10 YR 3.76%
1 YR RETURN 3.63%
3 YR 4.11%
5 YR 3.87%
10 YR 4.20%
Description
The investment seeks to provide monthly dividends, which are excluded from gross income, and to protect the value of the investment by investing primarily in municipal obligations. The fund normally invests at least 80% of the value of its assets in municipal obligations whose interest payments are excluded from gross income for federal income tax purposes and not subject to the federal alternative minimum tax on individuals. "Assets" means net assets, plus the amount of borrowings for investment purposes. It may also invest in high-quality, short-term money market instruments and repurchase agreements.
The investment seeks high current income that is exempt from federal and Hawaii income tax. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in investment grade municipal obligations - debt securities that pay interest which, in the opinion of counsel to the issuer, is exempt from both federal income tax and the federal alternative minimum tax. It normally invests not less than 50% of its net assets in Hawaii municipal obligations. The fund is non-diversified.
The investment seeks a moderate and sustainable level of current income that is exempt from federal personal income taxes. The fund has no limitations on the maturity of individual securities but is expected to maintain a dollar-weighted average maturity of 6 to 12 years. At least 75% of the securities held by the fund are municipal bonds in the top three credit-rating categories as determined by a nationally recognized statistical rating organization (NRSRO) or, if unrated, determined to be of comparable quality by the advisor.

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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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