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WMBAX Ivy Municipal Bond A

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Fund WMBAX Ivy Municipal Bond A VWAHX Vanguard High-Yield Tax-Exempt MITFX BMO Intermediate Tax-Free Y  
100% 93% 91%
Annual Fees
(0.99% Exp. Ratio)
(0.20% Exp. Ratio)
(0.56% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.04% annual return
$13,609.12 $17,273.27 $15,498.57
Est. savings over 30 yrs +$3,664.15 +$1,889.45
As of 11/30/16
1 YR RETURN 0.08%
3 YR 3.05%
5 YR 3.02%
10 YR 3.76%
1 YR RETURN 0.70%
3 YR 4.95%
5 YR 4.59%
10 YR 4.29%
1 YR RETURN 0.08%
3 YR 3.11%
5 YR 3.23%
10 YR 4.33%
The investment seeks to provide the level of current income consistent with preservation of capital and that is not subject to Federal income tax. The fund seeks to achieve its objective by investing at least 80% of its net assets in municipal bonds. It mainly invests in municipal bonds of investment grade and of any maturity. Municipal bonds are obligations issued by or on behalf of states, territories and possessions of the United States, the interest on which is excludable from gross income for Federal income tax purposes, although a portion of such interest may be a tax preference item for purposes of the Federal alternative minimum tax.
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 provide a high level of current income exempt from federal income tax consistent with preservation of capital. The fund invests at least 80% of its assets in municipal securities, the income from which is exempt from federal income tax (including the federal alternative minimum tax (AMT)). It normally maintains an average dollar-weighted effective maturity of three to ten years.

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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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Yes, funds and ETFs charge fees

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