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NEARX US Global Investors Near-Term Tax Free

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Fund NEARX US Global Investors Near-Term Tax Free GTCMX Glenmede Municipal Intermediate  
100% 92%
Annual Fees
(0.45% Exp. Ratio)
(0.23% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.98% annual return
$15,725.29 $16,801.96
Est. savings over 30 yrs +$1,076.67
As of 12/31/16
1 YR RETURN -0.45%
3 YR 1.35%
5 YR 1.40%
10 YR 2.69%
1 YR RETURN -0.08%
3 YR 1.78%
5 YR 1.44%
10 YR 2.87%
The investment seeks to provide a high level of current income that is exempt from federal income taxation and to preserve capital. Under normal market conditions, the fund invests at least 80% of its net assets in investment grade municipal securities whose interest is free from federal income tax, including the federal alternative minimum tax. It will maintain a weighted-average portfolio maturity of five years or less. Although the advisor intends to invest the majority of its assets in tax free securities, the fund may invest up to 20% of its assets in securities that pay taxable interest.
The investment seeks as high a level of current income exempt from Federal income tax as is consistent with preservation of capital. The fund will invest at least 80% of the value of its net assets (including borrowings for investment purposes) in intermediate and long-term obligations of the states, territories and possessions of the United States, the District of Columbia and their political subdivisions, agencies, instrumentalities and authorities that pay interest that is exempt from regular Federal income tax, but may be subject to Federal alternative minimum tax. The adviser expects to maintain a dollar-weighted average maturity of 3 to 10 years.

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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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