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NSICX Columbia AMT-Free SC Interm Muni Bd C

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Fund NSICX Columbia AMT-Free SC Interm Muni Bd C KYTFX Dupree KY Tax-Free Income USVAX USAA VA Bond  
100% 85% 85%
Annual Fees
(1.56% Exp. Ratio)
(0.55% Exp. Ratio)
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.05% annual return
$11,455.86 $15,560.49 $15,327.49
Est. savings over 30 yrs +$4,104.63 +$3,871.63
As of 12/31/16
1 YR RETURN -1.28%
3 YR 1.72%
5 YR 1.23%
10 YR 2.40%
1 YR RETURN 0.25%
3 YR 3.43%
5 YR 2.83%
10 YR 3.92%
1 YR RETURN 0.81%
3 YR 4.71%
5 YR 3.68%
10 YR 3.85%
The investment seeks current income exempt from U.S. federal income tax and South Carolina individual income tax, consistent with moderate fluctuation of principal. The fund normally invests at least 80% of its net assets in securities that pay interest exempt from U.S. federal income tax and South Carolina individual income tax. These securities are issued by or on behalf of the State of South Carolina 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 to provide a high and stable level of income exempt from federal and Kentucky personal income taxes derived from Kentucky municipal securities without incurring undue risk to principal. The fund seeks to provide a steady flow of tax-exempt income derived from Kentucky municipal securities of investment grade quality (those rated BBB or Baa or higher by U.S. nationally recognized rating services at the time of purchase) with a nominal maturity normally greater than 10 years. The interest earned on these securities, in the opinion of bond counsel for the issuer, is exempt from federal and state taxation in the state of Kentucky.
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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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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