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WAFCX Western Asset Inflation Idxd Plus Bd C

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Fund WAFCX Western Asset Inflation Idxd Plus Bd C SCHP Schwab US TIPS ETF™ TIPX SPDR® Barclays 1-10 Year TIPS ETF  
100% 89% 88%
Annual Fees
(1.30% Exp. Ratio)
(0.07% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$12,353.00 $17,911.61 $17,486.39
Est. savings over 30 yrs +$5,558.61 +$5,133.38
As of 9/30/16
1 YR RETURN 3.44%
3 YR 0.15%
5 YR 0.10%
10 YR 2.82%
1 YR RETURN 6.50%
3 YR 2.33%
5 YR 1.84%
10 YR --
1 YR RETURN 4.66%
3 YR 1.35%
5 YR --
10 YR --
The investment seeks to maximize total return, consistent with preservation of capital. The fund normally invests at least 80% of its net assets in inflation-indexed fixed income securities and at least 70% of its net assets in U.S. Treasury Inflation Protected Securities. Although the fund may invest in securities of any maturity, the fund will normally maintain a dollar-weighted average effective duration, as estimated by the fund's subadvisers, within 3 years of that of its benchmark, the Barclays Capital U.S. TIPS Index.
The investment seeks to track as closely as possible, before fees and expenses, the price and yield performance of the Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index (Series L). The fund will invest at least 90% of its net assets in securities included in the index. The index includes all publicly-issued U.S. TIPS that have at least one year remaining to maturity, are rated investment grade and have $250 million or more of outstanding face value. The TIPS in the index must be denominated in U.S. dollars and must be fixed-rate and non-convertible. It may invest up to 10% of its net assets in securities not included in its index.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Barclays 1-10 Year U.S. Government Inflation-Linked Bond Index that tracks the 1-10 year inflation protected sector of the United States Treasury market. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The fund is non-diversified.

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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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