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ECNCX Eaton Vance NC Municipal Income C

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Fund ECNCX Eaton Vance NC Municipal Income C PRVAX T. Rowe Price VA Tax-Free Bond GTFBX T. Rowe Price GA Tax-Free Bond  
Similarity
?
100% 85% 85%
Annual Fees
?
$149.04
(1.46% Exp. Ratio)
$47.98
(0.47% Exp. Ratio)
$55.12
(0.54% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$11,925.29 $16,095.79 $15,759.62
Est. savings over 30 yrs +$4,170.50 +$3,834.33
Return
As of 10/31/16
1 YR RETURN 3.56%
3 YR 4.96%
5 YR 3.88%
10 YR 3.32%
1 YR RETURN 4.21%
3 YR 5.28%
5 YR 4.36%
10 YR 4.37%
1 YR RETURN 3.90%
3 YR 5.08%
5 YR 4.45%
10 YR 4.19%
Description
The investment seeks to provide current income exempt from regular federal income tax and North Carolina state personal income tax. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in municipal obligations that are exempt from regular federal income tax and the state taxes specified in the fund's investment objective. At least 75% of net assets normally will be invested in municipal obligations rated at least investment grade at the time of investment or, if unrated, determined by the investment adviser to be of at least investment grade quality. It is non-diversified.
The investment seeks to provide, consistent with prudent portfolio management, the highest level of income exempt from federal and Virginia state income taxes. The fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds that pay interest exempt from federal and Virginia state income taxes, and at least 80% of the fund's income is expected to be exempt from federal and Virginia state income taxes. It is non-diversified.
The investment seeks to provide, consistent with prudent portfolio management, the highest level of income exempt from federal and Georgia state income taxes. The fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds that pay interest exempt from federal and Georgia state income taxes, and at least 80% of the fund's income is expected to be exempt from federal and Georgia state income taxes. 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.

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.

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