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SDDMX Bernstein Short Duration Divers Muni

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Fund SDDMX Bernstein Short Duration Divers Muni SUB iShares Short-Term National Muni Bond NSITX Northern Short-Intermediate Tax-Exempt  
100% 87% 90%
Annual Fees
(0.63% Exp. Ratio)
(0.25% Exp. Ratio)
(0.46% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.85% annual return
$14,318.20 $16,055.24 $15,071.58
Est. savings over 30 yrs +$1,737.04 +$753.38
As of 9/30/16
1 YR RETURN 0.51%
3 YR 0.39%
5 YR 0.47%
10 YR 1.58%
1 YR RETURN 0.73%
3 YR 0.79%
5 YR 0.79%
10 YR --
1 YR RETURN 1.39%
3 YR 1.32%
5 YR 1.14%
10 YR --
The investment seeks to provide safety of principal and a moderate rate of return after taking account of federal taxes. The Portfolio invests at least 80% of its total assets in municipal securities rated A, or better by national rating agencies (or, if unrated, determined by AllianceBernstein L.P., the Portfolio's investment manager (the "Manager"), to be of comparable quality) and comparably rated municipal notes. It may invest up to 20% of its total assets in fixed-income securities rated BB or B by national rating agencies, which are not investment-grade (commonly known as "junk bonds").
The investment seeks to track the investment results of the S&P Short Term National AMT-Free Municipal Bond IndexTM. 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. The index measures the performance of the short-term investment-grade segment of the U.S. municipal bond market.
The investment seeks to provide a high level of current income exempt from regular federal income tax by investing in municipal instruments. The fund invests at least 80% of its net assets in debt instruments that pay interest that is exempt from regular federal income tax. During temporary defensive periods, all or any portion of its assets may be held uninvested or invested in AMT obligations and taxable instruments. The fund's dollar-weighted average maturity will range from at least one year to less than six years. It may invest to a limited extent in obligations that are rated below-investment grade (commonly referred to as "junk bonds").

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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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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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