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MFNJX BlackRock NJ Municipal Bond Inv C

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Fund MFNJX BlackRock NJ Municipal Bond Inv C VNJTX Vanguard NJ Long-Term Tax-Exempt Inv NJTFX T. Rowe Price NJ Tax-Free Bond  
Similarity
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100% 94% 95%
Annual Fees
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$158.22
(1.55% Exp. Ratio)
$20.42
(0.20% Exp. Ratio)
$53.08
(0.52% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$11,602.83 $17,458.56 $15,854.97
Est. savings over 30 yrs +$5,855.73 +$4,252.15
Return
As of 11/30/16
1 YR RETURN -0.38%
3 YR 3.72%
5 YR 3.42%
10 YR 3.13%
1 YR RETURN 1.06%
3 YR 3.96%
5 YR 3.72%
10 YR 3.78%
1 YR RETURN 0.73%
3 YR 4.22%
5 YR 3.88%
10 YR 3.88%
Description
The investment seeks to provide shareholders with income exempt from Federal income tax and New Jersey personal income taxes. The fund invests primarily in a portfolio of long-term investment grade New Jersey municipal bonds. Under normal circumstances, it will invest at least 80% of its assets in New Jersey municipal bonds. At least 80% of the fund's assets will be invested in investment grade securities. The fund's weighted average maturity will be more than ten years. It is non-diversified.
The investment seeks to provide current income that is exempt from both federal and New Jersey personal income taxes. The fund invests primarily in high-quality municipal bonds issued by New Jersey state and local governments, as well as by regional governmental and public financing authorities. At least 80% of its assets will be invested in securities whose income is exempt from federal and New Jersey state taxes. Although the fund has no limitations on the maturities of individual securities, its dollar-weighted average maturity is expected to be between 10 and 25 years. The fund is non-diversified.
The investment seeks to provide, consistent with prudent portfolio management, the highest level of income exempt from federal and New Jersey state income taxes. The fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds that pay interest exempt from federal and New Jersey state income taxes, and at least 80% of the fund's income is expected to be exempt from federal and New Jersey state income taxes. It 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.

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Similarity

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

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