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Tax-Free Money Market Funds

What is a Tax-Free Money Market Fund? Answers in the video above.

Below is a breakdown of Tax-Free Money Market Fund offerings from Vanguard and Fidelity with a minimum initial investment between $3000 and $5000

Click on the name of the index fund to be directed to the brokers website in order to learn more about the particular fund.

Ethan Bloch's favorite fund within each table set is highlighted in Yellow.

Performance calculations are as of 11/30/2008

Definitions of the tables headings are at the bottom of the page

 

Vanguard Tax-Free Money Market Funds
Fund Symbol Minimum Expense Ratio 10 Year Return Lifetime Return Fund Inception
Vanguard Tax-Exempt Money Market Fund VMMXX $3000 0.10% 2.51% 3.86% 06/10/1980


Fidelity Tax-Free Money Market Funds
Fund Symbol Minimum Expense Ratio 10 Year Return Lifetime Return Fund Inception
Fidelity Municipal Money Market Fund FTEXX $5000 0.43% 2.26% 3.71% 01/02/1980
Fidelity Tax-Free Money Market FMOXX $5000 0.48% 2.16% 3.20% 11/22/1983


Minimum Minimum initial investment required to invest in fund
Expense ratio Fee's associated with the fund
10 Year Return Return over past 10 years recorded as of 11/30/2008
Lifetime Return Return since the funds creation as of 11/30/2008
Fund Inception Date of funds creation


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