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UNBDX Waddell & Reed Bond A

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Fund UNBDX Waddell & Reed Bond A TDFSX TDAM 5- to 10-Year Corporate Bond VICSX Vanguard Interm-Tm Corp Bd Idx Admiral  
100% 88% 88%
Annual Fees
(0.96% Exp. Ratio)
(0.00% Exp. Ratio)
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$13,910.91 $18,579.61 $18,030.23
Est. savings over 30 yrs +$4,668.70 +$4,119.32
As of 9/30/16
1 YR RETURN 6.58%
3 YR 3.73%
5 YR 2.95%
10 YR 4.03%
1 YR RETURN 7.39%
3 YR 5.15%
5 YR --
10 YR --
1 YR RETURN 8.50%
3 YR 5.98%
5 YR 5.70%
10 YR --
The investment seeks to provide current income consistent with preservation of capital. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in bonds (for this purpose, "bonds" includes any debt security with an initial maturity greater than one year). It invests in a variety of primarily investment-grade debt securities. The fund has no limitations regarding the maturity, duration or dollar-weighted average of its holdings.
The investment seeks to provide high current income. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in corporate bonds with a term to maturity of between 5 and 10 years. For purposes of such policy, "bonds" includes bonds, debentures, notes and zero coupon obligations. The advisor currently anticipates that it will only purchase bonds that are, at the time of investment, rated investment grade (BBB- or above by Standard & Poor's Ratings Services ("S&P") or Fitch Ratings Inc. ("Fitch") or Baa3 or above by Moody's Investors Service, Inc. ("Moody's")) or their unrated equivalents.
The investment seeks to track the performance of a market-weighted corporate bond index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Barclays U.S. 5-10 Year Corporate Bond Index. This index includes U.S. dollar-denominated, investment-grade, fixed-rate, taxable securities issued by industrial, utility, and financial companies, with maturities between 5 and 10 years. Under normal circumstances, at least 80% of the fund's assets will be invested in bonds included in the index.

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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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