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SPALX Western Asset Pennsylvania Municipals C

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Fund SPALX Western Asset Pennsylvania Municipals C FTPEX First Investors Tax Exempt PA Advisor  
100% 92%
Annual Fees
(1.27% Exp. Ratio)
(0.78% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.10% annual return
$12,696.90 $14,729.91
Est. savings over 30 yrs +$2,033.02
As of 12/31/16
1 YR RETURN 0.70%
3 YR 3.95%
5 YR 2.27%
10 YR 3.37%
1 YR RETURN 0.92%
3 YR 4.55%
5 YR 3.38%
10 YR 4.21%
The investment seeks as high a level of income exempt from regular federal income tax and Pennsylvania personal income taxes as is consistent with prudent investing. Under normal circumstances, the fund invests at least 80% of its assets in "Pennsylvania municipal securities." Pennsylvania municipal securities are securities and other investments with similar economic characteristics the interest on which is exempt from regular federal income tax and Pennsylvania state personal income taxes but which may be subject to the federal alternative minimum tax. It is non-diversified.
The investment seeks a high level of interest income that is exempt from both federal and state income tax for individual residents of the state of Pennsylvania; it also seeks income that is not a tax preference item for purposes of the federal alternative minimum tax. Under normal circumstances, at least 80% of the fund's net assets (plus any borrowings for investment purposes) will be invested in municipal securities that pay interest that is exempt from federal income tax and is not a Tax Preference Item, and any applicable state income tax for individual residents of the state of Pennsylvania.

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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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