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BMDCX Sterling Capital MD Interm Tax-Free C

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Fund BMDCX Sterling Capital MD Interm Tax-Free C SMDMX Fidelity® Maryland Municipal Income  
Similarity
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100% 97%
Annual Fees
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$163.24
(1.60% Exp. Ratio)
$56.11
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$11,253.33 $15,472.90
Est. savings over 30 yrs +$4,219.57
Return
As of 11/30/16
1 YR RETURN -1.61%
3 YR 0.99%
5 YR 0.98%
10 YR 2.60%
1 YR RETURN -0.12%
3 YR 3.56%
5 YR 2.90%
10 YR 3.54%
Description
The investment seeks current income exempt from federal and Maryland income taxes consistent with preservation of capital. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in investments the income from which is exempt from federal income tax, alternative minimum tax, and Maryland personal income tax ("Maryland Tax-Exempt Obligations"). It invests in Maryland municipal securities only if they are "investment grade". The fund will maintain an average duration of 3.5 to 8 years. It is non-diversified.
The investment seeks a high level of current income exempt from federal income tax and Maryland personal income taxes. The fund normally invests at least 80% of assets in investment-grade municipal securities whose interest is exempt from federal and Maryland personal income taxes. It allocates assets across different market sectors and maturities. The fund potentially invests more than 25% of total assets in municipal securities that finance similar types of projects. 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

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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