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HMJAX Hartford Municipal Short Duration A

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Fund HMJAX Hartford Municipal Short Duration A VMLTX Vanguard Ltd-Term Tx-Ex FSTFX Fidelity® Limited Term Municipal Income  
100% 96% 93%
Annual Fees
(0.69% Exp. Ratio)
(0.20% Exp. Ratio)
(0.48% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.85% annual return
$14,061.51 $16,298.92 $14,981.44
Est. savings over 30 yrs +$2,237.41 +$919.93
As of 9/30/16
1 YR RETURN 1.73%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.76%
3 YR 1.67%
5 YR 1.51%
10 YR 2.59%
1 YR RETURN 1.99%
3 YR 1.75%
5 YR 1.62%
10 YR 2.76%
The investment seeks to provide current income that is generally exempt from federal income taxes, and long-term total return. Normally, the fund will invest at least 80% of its net assets in municipal securities that pay interest exempt from federal income tax, and the fund may invest up to 20% of its net assets in non-investment grade municipal securities. It may invest in securities that produce income subject to income tax, including the Alternative Minimum Tax.
The investment seeks current income that is exempt from federal personal income taxes, with limited price volatility. The fund has no limitations on the maturity of individual securities, but is expected to maintain a dollar-weighted average maturity of 2 to 6 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 or, if unrated, determined to be of comparable quality by the advisor. The remaining 5% may be invested in securities with lower credit ratings or, if unrated, determined to be of comparable quality by the advisor.
The investment seeks as high a level of current income, exempt from federal income tax, as is consistent with preservation of capital. The fund normally invests at least 80% of assets in investment-grade municipal securities whose interest is exempt from federal income tax. It normally maintains a dollar-weighted average maturity between two and five years. The fund invests more than 25% of total assets in municipal securities that finance similar types of projects.

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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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