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PSDPX PIMCO Short-Duration Muni Income P

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Fund PSDPX PIMCO Short-Duration Muni Income P PTFSX Pacific Capital Tx-Fr Shrt Interm Secs Y GTCMX Glenmede Municipal Intermediate  
100% 93% 94%
Annual Fees
(0.43% Exp. Ratio)
(0.15% Exp. Ratio)
(0.23% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.98% annual return
$15,812.90 $17,202.77 $16,794.05
Est. savings over 30 yrs +$1,389.87 +$981.15
As of 12/31/16
1 YR RETURN -0.32%
3 YR 0.50%
5 YR 0.67%
10 YR -0.01%
1 YR RETURN -0.28%
3 YR 0.91%
5 YR 0.75%
10 YR 1.77%
1 YR RETURN -0.08%
3 YR 1.78%
5 YR 1.44%
10 YR 2.87%
The investment seeks high current income exempt from federal income tax, consistent with preservation of capital. The fund normally invests at least 80% of its assets in debt securities whose interest is, in the opinion of bond counsel for the issuer at the time of issuance, exempt from federal income tax ("Municipal Bonds"). It may invest more than 25% of its total assets in bonds of issuers in California and New York. The fund may invest in derivative instruments, such as options, futures contracts or swap agreements, or in mortgage- or asset-backed securities.
The investment seeks high current income that is exempt from federal and Hawaii income tax, with greater stability in the price of the investors' investment than a long-term bond fund. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in investment grade municipal obligations - debt securities that pay interest which, in the opinion of counsel to the issuer, is exempt from both federal income tax and the federal alternative minimum tax. It normally invests not less than 50% of its net assets in Hawaii municipal obligations. The fund is non-diversified.
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.

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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