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WAGRX InvestEd Growth

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Fund WAGRX InvestEd Growth DGIFX Disciplined Growth Investors TSGLX TIAA-CREF Lifestyle Growth Retail  
100% 87% 89%
Annual Fees
(1.13% Exp. Ratio)
(0.78% Exp. Ratio)
(0.83% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.63% annual return
$27,650.94 $30,743.31 $30,281.91
Est. savings over 30 yrs +$3,092.37 +$2,630.97
As of 9/30/16
1 YR RETURN 8.22%
3 YR 5.54%
5 YR 10.80%
10 YR 6.45%
1 YR RETURN 12.56%
3 YR 8.51%
5 YR 13.51%
10 YR --
1 YR RETURN 10.43%
3 YR 6.09%
5 YR --
10 YR --
The investment seeks to provide growth of capital. The fund is designed for investors who seek growth of capital and can accept equity market volatility in return for potentially higher returns. It 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 nine years. The Portfolio invests, primarily, in Waddell & Reed Advisors and/or Ivy equity mutual funds that have a long-term growth orientation. It also invests, to a lesser extent, in Waddell & Reed Advisors and/or Ivy bond and income-producing mutual funds.
The investment seeks long-term capital growth, and as a secondary objective, modest income with reasonable risk. The fund normally invests approximately 60% of its assets in equity securities and approximately 40% in fixed-income securities and cash equivalents. The fund's fixed-income securities will generally have weighted average maturity of five to 10 years. The adviser seeks to generally invest in mid-sized companies with market capitalizations at the time of purchase greater than $1 billion and less than $10 billion. It may invest in both investment-grade and below investment-grade securities.
The investment seeks long-term growth of capital with some current income. 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 80% of the fund's assets in equity underlying funds and (2) approximately 20% of the fund's assets in fixed-income underlying funds. The fund may deviate from these target allocations by up to ten percentage points depending upon current market conditions and outlook.

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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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