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USMTX JPMorgan Ultra-Short Municipal Select

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Fund USMTX JPMorgan Ultra-Short Municipal Select PTFSX Pacific Capital Tx-Fr Shrt Interm Secs Y VWSTX Vanguard Short-Term Tx-Ex  
100% 96% 97%
Annual Fees
(0.35% Exp. Ratio)
(0.15% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.85% annual return
$15,579.79 $16,545.68 $16,298.92
Est. savings over 30 yrs +$965.89 +$719.13
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.62%
3 YR 1.53%
5 YR 1.24%
10 YR 1.99%
1 YR RETURN 0.73%
3 YR 0.68%
5 YR 0.70%
10 YR 1.75%
The investment seeks as high a level of current income exempt from federal income tax as is consistent with relative stability of principal. Under normal circumstances, the fund invests at least 80% of its Assets in municipal securities, the income from which is exempt from federal income tax. For purposes of this policy, "Assets" means net assets, plus the amount of borrowings for investment purposes. The fund invests in a portfolio of municipal securities with an average weighted maturity of two years or less.
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 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.

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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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