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WMBCX Ivy Municipal Bond C

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Fund WMBCX Ivy Municipal Bond C PTXFX Pacific Capital T/F Securities Y VWITX Vanguard Interm-Term Tx-Ex Inv  
100% 85% 92%
Annual Fees
(1.73% Exp. Ratio)
(0.10% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$10,755.80 $17,618.90 $17,097.41
Est. savings over 30 yrs +$6,863.10 +$6,341.61
As of 9/30/16
1 YR RETURN 3.77%
3 YR 3.68%
5 YR 3.04%
10 YR 3.44%
1 YR RETURN 4.58%
3 YR 4.61%
5 YR 3.69%
10 YR 3.91%
1 YR RETURN 4.87%
3 YR 4.67%
5 YR 3.96%
10 YR 4.34%
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 high current income that is exempt from federal and Hawaii income tax. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in investment grade municipal obligations - debt securities that pay interest which, in the opinion of counsel to the issuer, is exempt from both federal income tax and the federal alternative minimum tax. It normally invests not less than 50% of its net assets in Hawaii municipal obligations. The fund is non-diversified.
The investment seeks a moderate and sustainable level of current income that is exempt from federal personal income taxes. The fund has no limitations on the maturity of individual securities but is expected to maintain a dollar-weighted average maturity of 6 to 12 years. At least 75% of the securities held by the fund are municipal bonds in the top three credit-rating categories as determined by a nationally recognized statistical rating organization (NRSRO) or, if unrated, determined to be of comparable quality by the advisor.

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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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