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JTFCX JPMorgan Tax Free Bond C

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Fund JTFCX JPMorgan Tax Free Bond C VWLTX Vanguard Long-Term Tax-Exempt TFI SPDR® Nuveen Barclays Municipal Bond ETF  
100% 90% 85%
Annual Fees
(1.36% Exp. Ratio)
(0.20% Exp. Ratio)
(0.23% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.06% annual return
$12,239.30 $17,381.25 $17,225.19
Est. savings over 30 yrs +$5,141.95 +$4,985.88
As of 9/30/16
1 YR RETURN 5.47%
3 YR 5.19%
5 YR 3.77%
10 YR 3.50%
1 YR RETURN 7.01%
3 YR 6.72%
5 YR 5.32%
10 YR 4.86%
1 YR RETURN 6.36%
3 YR 5.73%
5 YR 4.34%
10 YR --
The investment seeks as high a level of current income exempt from federal income tax as is consistent with relative stability of principal. The fund normally invests at least 80% of its net assets in municipal bonds, the income from which is exempt from federal income tax. It may invest in municipal mortgage-backed and asset-backed securities. The fund may invest a significant portion or all of its assets in municipal mortgage-backed securities at the adviser's discretion.
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 to provide investment results that correspond generally to the price and yield performance of the Barclays Municipal Managed Money Index. The fund invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Sub-Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to track the U.S. long term tax-exempt bond market, including state and local general obligation bonds, revenue bonds, pre-refunded bonds, and insured bonds. It is non-diversified.

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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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