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NMBAX Nuveen Intermediate Duration Muni Bd A

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Fund NMBAX Nuveen Intermediate Duration Muni Bd A VWAHX Vanguard High-Yield Tax-Exempt MUB iShares National Muni Bond  
100% 98% 92%
Annual Fees
(0.68% Exp. Ratio)
(0.20% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$14,795.02 $17,097.41 $16,842.30
Est. savings over 30 yrs +$2,302.40 +$2,047.28
As of 9/30/16
1 YR RETURN 5.24%
3 YR 4.76%
5 YR 3.92%
10 YR 4.00%
1 YR RETURN 7.92%
3 YR 7.18%
5 YR 5.83%
10 YR 5.04%
1 YR RETURN 5.32%
3 YR 5.15%
5 YR 3.97%
10 YR --
The investment seeks as high a level of current interest income exempt from regular federal income taxes as is consistent with preservation of capital. Under normal market conditions, the fund 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 track the investment results of the S&P National AMT-Free Municipal Bond IndexTM. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of the investment-grade segment of the U.S. municipal 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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