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WBLAX InvestEd Balanced

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Fund WBLAX InvestEd Balanced STFBX State Farm Balanced VSMGX Vanguard LifeStrategy Moderate Gr Inv  
100% 87% 85%
Annual Fees
(1.02% Exp. Ratio)
(0.13% Exp. Ratio)
(0.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.18% annual return
$25,151.67 $32,899.92 $32,801.24
Est. savings over 30 yrs +$7,748.25 +$7,649.57
As of 9/30/16
1 YR RETURN 7.53%
3 YR 4.75%
5 YR 8.73%
10 YR 5.24%
1 YR RETURN 10.72%
3 YR 7.61%
5 YR 8.87%
10 YR 5.81%
1 YR RETURN 10.26%
3 YR 6.24%
5 YR 9.30%
10 YR 5.28%
The investment seeks to provide total return through a combination of capital appreciation and current income. The Portfolio is designed for investors who seek total return through a combination of capital appreciation and current income. The Portfolio also is designed for investors who plan to maintain their investments, and who do not expect to incur expenses related to higher education, for at least two to three years. The Portfolio invests in a combination of growth-oriented Waddell & Reed Advisors and/or Ivy equity mutual funds and Waddell & Reed Advisors and/or Ivy bond and income-producing mutual funds.
The investment seeks long-term growth of principal while providing some current income. The fund invests approximately 60% of its total assets in common stocks, and ordinarily limits its common stock investments to no more than 75% of its total assets. Although there is no restriction on the size of companies in which it may invest, ordinarily most of its common stock investments are in companies with market capitalizations of at least $1.5 billion at the time of investment. It ordinarily invests at least 25% of its total assets in fixed income securities, including investment grade bonds issued by U.S. companies and U.S. government and agency obligations.
The investment seeks capital appreciation and a low to moderate level of current income. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 60% of the fund's assets to common stocks and 40% to bonds. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar.

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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.


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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