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NAADX Nuveen Inflation Protected Muni Bd C

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Fund NAADX Nuveen Inflation Protected Muni Bd C VWAHX Vanguard High-Yield Tax-Exempt ITM VanEck Vectors AMT-Free Interm Muni ETF  
100% 89% 88%
Annual Fees
(1.57% Exp. Ratio)
(0.20% Exp. Ratio)
(0.24% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$11,293.77 $17,097.41 $16,893.02
Est. savings over 30 yrs +$5,803.65 +$5,599.26
As of 9/30/16
1 YR RETURN 5.40%
3 YR 2.38%
5 YR 2.51%
10 YR --
1 YR RETURN 7.92%
3 YR 7.18%
5 YR 5.83%
10 YR 5.04%
1 YR RETURN 6.70%
3 YR 5.62%
5 YR 4.52%
10 YR --
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 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.

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