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PTEBX Dreyfus Municipal Bond Opportunity A

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Fund PTEBX Dreyfus Municipal Bond Opportunity A VWAHX Vanguard High-Yield Tax-Exempt STWVX Schroder Broad Tax-Aware Value Bond Adv  
100% 98% 89%
Annual Fees
(0.92% Exp. Ratio)
(0.20% Exp. Ratio)
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$13,759.23 $17,097.41 $14,661.54
Est. savings over 30 yrs +$3,338.18 +$902.31
As of 9/30/16
1 YR RETURN 5.98%
3 YR 6.14%
5 YR 4.90%
10 YR 4.12%
1 YR RETURN 7.92%
3 YR 7.18%
5 YR 5.83%
10 YR 5.04%
1 YR RETURN 7.02%
3 YR 7.53%
5 YR --
10 YR --
The investment seeks to maximize current income exempt from federal income tax to the extent consistent with the preservation of capital. The fund normally invests substantially all of its assets in municipal bonds that provide income exempt from federal income tax. It invests at least 70% of its assets in municipal bonds rated, at the time of purchase, investment grade (Baa/BBB or higher) or the unrated equivalent as determined by The Dreyfus Corporation.
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 total return on an after-tax basis. The fund seeks to achieve its investment objective by investing in a diversified portfolio of fixed income debt instruments of varying maturities. Under normal circumstances, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in U.S. dollar-denominated, investment-grade fixed income debt instruments.

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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.


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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