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NAADX Nuveen Inflation Protected Muni Bd C

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Fund NAADX Nuveen Inflation Protected Muni Bd C GUIRX Goldman Sachs Dynamic Municipal Inc IR  
Similarity
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100% 93%
Annual Fees
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$160.21
(1.57% Exp. Ratio)
$54.08
(0.53% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.04% annual return
$11,409.59 $15,639.00
Est. savings over 30 yrs +$4,229.41
Return
As of 11/30/16
1 YR RETURN 0.77%
3 YR 1.55%
5 YR 1.44%
10 YR --
1 YR RETURN 1.17%
3 YR 4.04%
5 YR 4.04%
10 YR 3.69%
Description
The investment seeks to provide after-tax total return, protected from inflation, through a combination of federally tax-exempt income and inflation-linked investments. The fund normally invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in municipal bonds that pay interest that is exempt from regular federal personal income tax. It invests at least 80% of its net assets in investment grade municipal bonds rated BBB/Baa or higher. The fund may invest up to 20% of its net assets in below investment grade municipal bonds, commonly referred to as "high yield" or "junk" bonds.
The investment seeks a high level of current income that is exempt from regular federal income tax. The fund invests, under normal market conditions, at least 80% of its net assets plus any borrowings for investment purposes in fixed income securities issued by or on behalf of states, territories and possessions of the United States and the political subdivisions, agencies and instrumentalities thereof, the interest on which is exempt from regular federal income tax. It may invest up to 100% of its Net Assets in private activity bonds, the interest on which may be a preference item for purposes of the federal alternative minimum tax.

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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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