Investment Test Drive

MPLMX BlackRock Short-Term Municipal K

8 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund MPLMX BlackRock Short-Term Municipal K IBMG iShares iBonds Sep 2018 Term Muni Bond VWSTX Vanguard Short-Term Tx-Ex  
100% 89% 91%
Annual Fees
(0.31% Exp. Ratio)
(0.18% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.85% annual return
$15,768.04 $16,396.71 $16,298.44
Est. savings over 30 yrs +$628.67 +$530.40
As of 9/30/16
1 YR RETURN 0.35%
3 YR 0.44%
5 YR 0.49%
10 YR 1.65%
1 YR RETURN 0.67%
3 YR 1.60%
5 YR --
10 YR --
1 YR RETURN 0.73%
3 YR 0.68%
5 YR 0.70%
10 YR 1.75%
The investment seeks to provide shareholders with as high a level of income exempt from Federal income taxes as is consistent with the investment policies of the fund. The fund normally invests 80% of its assets in municipal bonds. It invests primarily in investment grade municipal bonds or municipal notes, including variable rate demand obligations. The fund maintains a dollar weighted maturity of no more than two years.
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.
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 1 to 2 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.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!