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LSDCX Lord Abbett Short Duration Tax Free C

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Fund LSDCX Lord Abbett Short Duration Tax Free C VMLTX Vanguard Ltd-Term Tx-Ex IBMG iShares iBonds Sep 2018 Term Muni Bond  
100% 96% 91%
Annual Fees
(1.27% Exp. Ratio)
(0.20% Exp. Ratio)
(0.18% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.85% annual return
$11,795.51 $16,298.92 $16,397.19
Est. savings over 30 yrs +$4,503.41 +$4,601.68
As of 9/30/16
1 YR RETURN 0.65%
3 YR 0.61%
5 YR 0.57%
10 YR --
1 YR RETURN 1.76%
3 YR 1.67%
5 YR 1.51%
10 YR 2.59%
1 YR RETURN 0.67%
3 YR 1.60%
5 YR --
10 YR --
The investment seeks the maximum amount of interest income exempt from federal income tax as is consistent with reasonable risk. In pursuing its investment objective, the fund uses the volatility of the Barclays Municipal Bond Short 1-5 Year Index as an approximation of reasonable risk. To pursue its investment objective, under normal conditions, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in municipal bonds that pay interest exempt from federal income 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 to track the investment results of the S&P AMT-Free Municipal Series 2018 IndexTM (the "underlying index"), which measures the performance of investment-grade, non-callable U.S. municipal bonds maturing in 2018. The fund generally will invest at least 90% of its assets in the component securities of the underlying index, and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index. 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.

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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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