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CRVTX RidgeWorth Seix VA Interm Muni Bd Instl

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Fund CRVTX RidgeWorth Seix VA Interm Muni Bd Instl USVAX USAA VA Bond  
100% 94%
Annual Fees
(0.65% Exp. Ratio)
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.05% annual return
$15,097.87 $15,327.49
Est. savings over 30 yrs +$229.62
As of 12/31/16
1 YR RETURN 0.61%
3 YR 2.99%
5 YR 2.19%
10 YR 3.55%
1 YR RETURN 0.81%
3 YR 4.71%
5 YR 3.68%
10 YR 3.85%
The investment seeks current income exempt from federal and state income taxes for Virginia residents consistent with capital preservation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in municipal securities, including securities subject to the U.S. federal alternative minimum tax, with income exempt from regular U.S. federal income tax and Virginia commonwealth income tax. It may invest a portion of its net assets in certain taxable debt securities. The fund's average weighted maturity will range from 5 to 10 years but there is no limit on the maturities of individual securities.
The investment seeks to provide Virginia investors with a high level of current interest income that is exempt from federal and Virginia state income taxes. The fund invests primarily in long-term investment-grade securities issued by the Commonwealth of Virginia, its political subdivisions, instrumentalities, and by other government entities, the interest on which is exempt from federal income tax and Virginia state income tax. At least 80% of the fund's net assets will consist of Virginia tax-exempt securities. The fund's dollar-weighted average portfolio maturity is not restricted, but is expected to be greater than 10 years.

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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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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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