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CAIVX Columbia AMT-Free VA Interm Muni Bd R4

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Fund CAIVX Columbia AMT-Free VA Interm Muni Bd R4 FMHTX Fidelity® Michigan Municipal Income  
100% 85%
Annual Fees
(0.56% Exp. Ratio)
(0.49% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$15,432.19 $15,761.44
Est. savings over 30 yrs +$329.25
As of 10/31/16
1 YR RETURN 2.68%
3 YR 3.33%
5 YR 2.95%
10 YR 3.67%
1 YR RETURN 3.65%
3 YR 5.00%
5 YR 4.19%
10 YR 4.31%
The investment seeks current income exempt from U.S. federal income tax and Virginia individual income tax, consistent with moderate fluctuation of principal. The fund invests at least 80% of its net assets in securities that pay interest exempt from U.S. federal income tax and Virginia individual income tax. These securities are issued by or on behalf of the Commonwealth of Virginia and its political subdivisions, agencies, authorities and instrumentalities, by other qualified issuers and by funds that invest in such securities. The fund may invest up to 20% of its net assets in securities that pay interest subject to taxation.
The investment seeks a high level of current income exempt from federal income tax and Michigan personal income tax. The fund normally invests at least 80% of assets in investment-grade municipal securities whose interest is exempt from federal and Michigan personal income taxes. It invests more than 25% of total assets in municipal securities that finance similar types of projects. The fund allocates assets across different market sectors and maturities. 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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