Investment Test Drive

WBALX Weitz Balanced

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund WBALX Weitz Balanced PRSIX T. Rowe Price Personal Strat Inc TSCLX TIAA-CREF Lifestyle Conservative Retail  
Similarity
?
100% 87% 85%
Annual Fees
?
$115.11
(1.11% Exp. Ratio)
$61.19
(0.59% Exp. Ratio)
$77.78
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.71% annual return
$21,318.20 $24,950.63 $23,773.59
Est. savings over 30 yrs +$3,632.43 +$2,455.39
Return
As of 11/30/16
1 YR RETURN 2.07%
3 YR 2.53%
5 YR 6.63%
10 YR 3.90%
1 YR RETURN 4.24%
3 YR 3.57%
5 YR 6.78%
10 YR 5.34%
1 YR RETURN 3.13%
3 YR 3.20%
5 YR --
10 YR --
Description
The investment seeks current income, capital preservation and long-term capital appreciation; a secondary investment objective is current income. 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, asset-backed securities, preferred stock and taxable municipal bonds.
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%).
The investment seeks long-term total return, consisting of current income and capital appreciation. The fund is a "fund of funds" that invests in Institutional Class shares of other funds of the Trust and potentially in other investment pools or investment products. It generally seeks to meet the fund's investment objective by investing: (1) approximately 40% of the fund's assets in equity underlying funds and (2) approximately 60% of the fund's assets in fixed-income underlying funds. It may deviate from these target allocations by up to ten percentage points depending upon current market conditions and outlook.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!