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VILLX Villere Balanced Inv

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Fund VILLX Villere Balanced Inv
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Annual Fees
(0.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.19% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 7.39%
3 YR 1.87%
5 YR 10.13%
10 YR 6.86%
The investment seeks long-term capital growth, consistent with preservation of capital and balanced by current income. The fund invests in a combination of common stocks of domestic companies with a minimum market capitalization of $150 million, as well as high-quality fixed-income obligations. It invests 50%-80% of its assets in equity securities selected primarily for their growth potential, and 20%-50% in equity and fixed-income securities selected primarily for their income potential.

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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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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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