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MMIGX MFS Municipal Income B1

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Fund MMIGX MFS Municipal Income B1 VWLTX Vanguard Long-Term Tax-Exempt MLN VanEck Vectors AMT-Free Long Muni ETF  
100% 98% 92%
Annual Fees
(1.27% Exp. Ratio)
(0.20% Exp. Ratio)
(0.24% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.06% annual return
$12,578.79 $17,381.25 $17,173.47
Est. savings over 30 yrs +$4,802.46 +$4,594.68
As of 9/30/16
1 YR RETURN 5.75%
3 YR 5.71%
5 YR 4.59%
10 YR 4.30%
1 YR RETURN 7.01%
3 YR 6.72%
5 YR 5.32%
10 YR 4.86%
1 YR RETURN 9.44%
3 YR 8.62%
5 YR 5.94%
10 YR --
The investment seeks total return with an emphasis on income exempt from federal income tax, but also considering capital appreciation. The fund invests normally at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax. Interest from its investments may be subject to the federal alternative minimum tax. The fund normally invests its assets primarily in municipal instruments. It may invest 25% or more of its total assets in municipal instruments that finance similar projects, such as those relating to education, healthcare, housing, utilities, water, or sewers.
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 replicate as closely as possible, before fees and expenses, the price and yield performance of the Bloomberg Barclays AMT-Free Long Continuous Municipal Index. The fund normally invests at least 80% of its total assets in fixed income securities that comprise the index. The index is comprised of publicly traded municipal bonds that cover the U.S. dollar denominated long-term tax-exempt bond market.

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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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