Investment Test Drive

GCBAX Columbia AMT-Free CT Interm Muni Bd T

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund GCBAX Columbia AMT-Free CT Interm Muni Bd T FICNX Fidelity® Connecticut Municipal Income FMHTX Fidelity® Michigan Municipal Income  
Similarity
?
100% 94% 85%
Annual Fees
?
$72.44
(0.71% Exp. Ratio)
$48.97
(0.48% Exp. Ratio)
$49.99
(0.49% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$14,742.38 $15,802.05 $15,754.49
Est. savings over 30 yrs +$1,059.67 +$1,012.10
Return
As of 11/30/16
1 YR RETURN -0.91%
3 YR 1.98%
5 YR 2.02%
10 YR 2.93%
1 YR RETURN -0.66%
3 YR 3.33%
5 YR 2.78%
10 YR 3.68%
1 YR RETURN -0.58%
3 YR 3.70%
5 YR 3.26%
10 YR 3.82%
Description
The investment seeks as high a level of current interest income exempt from federal income tax and, to the extent possible, from Connecticut individual income tax, as is consistent with relative stability of principal. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal securities that pay interest exempt from U.S. federal income tax (including the federal alternative minimum tax) and Connecticut individual income tax. The fund is non-diversified.
The investment seeks a high level of current income, exempt from federal income tax and Connecticut personal income tax. The fund normally invests at least 80% of assets in investment-grade municipal securities whose interest is exempt from federal and Connecticut 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.
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.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!