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NGITX Columbia AMT-Free GA Interm Muni Bd B

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Fund NGITX Columbia AMT-Free GA Interm Muni Bd B FMHTX Fidelity® Michigan Municipal Income GTVAX Madison Tax-Free Virginia Y  
100% 85% 85%
Annual Fees
(1.56% Exp. Ratio)
(0.49% Exp. Ratio)
(0.85% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$11,340.57 $15,685.15 $14,069.17
Est. savings over 30 yrs +$4,344.57 +$2,728.59
As of 9/30/16
1 YR RETURN 2.86%
3 YR 2.69%
5 YR 2.12%
10 YR 2.76%
1 YR RETURN 5.29%
3 YR 5.54%
5 YR 4.31%
10 YR 4.46%
1 YR RETURN 3.82%
3 YR 4.09%
5 YR 3.01%
10 YR 3.61%
The investment seeks current income exempt from U.S. federal income tax and Georgia individual income tax, consistent with moderate fluctuation of principal. under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in securities that pay interest exempt from U.S. federal income tax (including the federal alternative minimum tax (AMT)) and Georgia individual income tax. It normally invests at least 80% of its total assets in municipal securities that, at the time of purchase, are rated investment grade or are unrated but determined to be of comparable quality.
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.
The investment seeks to receive income from municipal bonds and to distribute that income to its investors as tax-free dividends; the secondary objective is to distribute dividends that are intended to be exempt from Virginia (and local) tax and federal tax. The fund invests at least 80% of its net assets (including borrowings for investment purposes) in municipal bonds that are exempt from federal and state income tax for residents of Virginia. It only invests in investment grade bonds. Under normal market conditions, the fund will have an average duration range of 3 to 10 years, although it is expected to center around 5 to 8 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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