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WBALX Weitz Balanced

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Fund WBALX Weitz Balanced PRSIX T. Rowe Price Personal Strat Inc  
Similarity
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100% 87%
Annual Fees
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$114.90
(1.11% Exp. Ratio)
$61.07
(0.59% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.51% annual return
$20,161.32 $23,596.62
Est. savings over 30 yrs +$3,435.30
Return
As of 12/31/16
1 YR RETURN 4.07%
3 YR 2.22%
5 YR 6.46%
10 YR 3.75%
1 YR RETURN 6.27%
3 YR 3.56%
5 YR 6.95%
10 YR 5.38%
Description
The investment seeks long-term capital appreciation and capital preservation; current income is the secondary consideration. The fund invests primarily in a portfolio of equity and debt securities. It normally invests at least 25% of its total assets in common stocks and a variety of securities convertible into common stock such as rights, warrants and convertible preferred stock. The fund will invest at least 25% of its total assets in investment-grade debt securities such as U.S. government securities, corporate debt securities, other mortgage-backed securities and asset-backed securities.
The investment seeks the highest total return over time consistent with a primary emphasis on income and a secondary emphasis on capital growth. The fund invests in a diversified portfolio typically consisting of approximately 40% stocks; 55% bonds, money market securities, and cash reserves; and 5% alternative investments, including through hedge funds. Under normal conditions, its allocation to the broad asset classes will be within the following ranges: stocks (30-50%), bonds and money markets (45-65%), and alternative investments (0-10%).

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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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