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FTFIX Franklin Insured Tax-Free Income A

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Fund FTFIX Franklin Insured Tax-Free Income A VWLTX Vanguard Long-Term Tax-Exempt PZA PowerShares National AMT-Free MuniBd ETF  
100% 96% 97%
Annual Fees
(0.60% Exp. Ratio)
(0.20% Exp. Ratio)
(0.28% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$15,414.70 $17,388.40 $16,975.07
Est. savings over 30 yrs +$1,973.71 +$1,560.37
As of 9/30/16
1 YR RETURN 3.76%
3 YR 5.80%
5 YR 4.46%
10 YR 4.29%
1 YR RETURN 7.01%
3 YR 6.72%
5 YR 5.32%
10 YR 4.86%
1 YR RETURN 7.36%
3 YR 7.89%
5 YR 5.51%
10 YR --
The investment seeks to provide investors with as high a level of income exempt from federal income taxes as is consistent with prudent investment management and the preservation of shareholders' capital. The fund invests at least 80% of its total assets in securities whose interest is free from federal income taxes, including the federal alternative minimum tax. In addition, it invests at least 80% of its net assets in insured municipal securities. The fund may invest up to 35% of its total assets in municipal securities issued by U.S. territories, such as Puerto Rico, Guam and the U.S. Virgin Islands.
The investment seeks a high 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 10 to 25 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) (e.g., Aaa, Aa, and A by Moody's Investors Service, Inc. (Moody's)) or, if unrated, determined to be of comparable quality by the advisor.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the BofA Merrill Lynch National Long-Term Core Plus Municipal Securities Index. The fund generally will invest at least 80% of its total assets in municipal securities that comprise the underlying index and that also are exempt from the federal alternative minimum tax ("AMT"). The underlying index is composed of U.S. dollar-denominated, investment grade, tax-exempt debt publicly issued by U.S. states and territories or their political subdivisions, in the U.S. domestic market with a term of at least 15 years remaining to final maturity.

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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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