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BWVAX Sterling Capital WV Interm Tax-Free A

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Fund BWVAX Sterling Capital WV Interm Tax-Free A CFMOX Commerce MO Tax-Free Int Bd  
Similarity
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100% 85%
Annual Fees
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$81.62
(0.80% Exp. Ratio)
$68.36
(0.67% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$14,347.14 $14,922.04
Est. savings over 30 yrs +$574.90
Return
As of 11/30/16
1 YR RETURN -0.43%
3 YR 2.13%
5 YR 2.08%
10 YR 3.14%
1 YR RETURN -0.31%
3 YR 2.50%
5 YR 2.29%
10 YR 3.31%
Description
The investment seeks current income exempt from federal and West Virginia income taxes consistent with preservation of capital. The fund normally invests at least 80% of its net assets in investments the income from which is exempt from federal income tax, alternative minimum tax, and West Virginia personal income tax ("West Virginia Tax-Exempt Obligations"). It primarily invests in municipal securities of West Virginia and its political subdivisions that provide income exempt from both federal personal income tax and West Virginia personal income tax. The fund will maintain an average duration of 3.5 to 8 years. It is non-diversified.
The investment seeks current income exempt from federal and, to the extent possible, from Missouri income taxes, as is consistent with the preservation of capital. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes, in Missouri municipal bonds, the income from which, in the opinion of bond counsel, is exempt from regular federal income taxes, federal alternative minimum taxes and Missouri taxes. It may invest up to 10% of its total assets in such unrated securities. The fund 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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

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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