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OSTAX JPMorgan Shrt-Interm Muni Bond A

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Fund OSTAX JPMorgan Shrt-Interm Muni Bond A GTCMX Glenmede Municipal Intermediate BIAEX Brown Advisory Tax Exempt Bond Investor  
100% 85% 95%
Annual Fees
(0.75% Exp. Ratio)
(0.23% Exp. Ratio)
(0.51% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.85% annual return
$13,808.87 $16,152.57 $14,846.55
Est. savings over 30 yrs +$2,343.71 +$1,037.68
As of 9/30/16
1 YR RETURN 2.00%
3 YR 1.40%
5 YR 0.97%
10 YR 1.95%
1 YR RETURN 3.24%
3 YR 2.78%
5 YR 2.23%
10 YR 3.21%
1 YR RETURN 5.06%
3 YR 3.59%
5 YR --
10 YR --
The investment seeks as high a level of current income exempt from federal income tax as is consistent with relative stability of principal. The fund normally invests at least 80% of its net assets in municipal bonds, the income from which is exempt from federal income tax. It invests in a portfolio of municipal bonds with an average weighted maturity of one to five years. The fund also invests in municipal mortgage-backed and asset-backed securities, as well as auction rate securities and restricted securities. It may invest a significant portion or all of its assets in municipal mortgage-backed securities at the adviser's discretion.
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.
The investment seeks to provide a high level of current income exempt from Federal income tax by investing primarily in intermediate-term investment grade municipal bonds. The fund normally will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in securities the interest of which is exempt from Federal income taxes and that do not subject shareholders to the federal alternative minimum tax ("AMT"). It may invest up to 20% of its assets in securities that may fully subject shareholders to Federal income tax, including the AMT. The fund 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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


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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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