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WMBDX WesMark Government Bond

9 lower fee alternatives found

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Fund WMBDX WesMark Government Bond MBG SPDR® Barclays Mortgage Backed Bond ETF CMBS iShares CMBS  
100% 85% 87%
Annual Fees
(1.00% Exp. Ratio)
(0.20% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$13,461.45 $17,137.69 $16,881.97
Est. savings over 30 yrs +$3,676.24 +$3,420.52
As of 9/30/16
1 YR RETURN 2.41%
3 YR 2.53%
5 YR 1.59%
10 YR 3.26%
1 YR RETURN 3.39%
3 YR 3.42%
5 YR 2.38%
10 YR --
1 YR RETURN 4.83%
3 YR 3.58%
5 YR --
10 YR --
The investment seeks to achieve high current income consistent with preservation of capital. The fund pursues its investment objective by investing primarily in U.S. government securities. U.S. government securities include U.S. Treasury securities as well as securities of U.S. government sponsored entities, (GSE). The fund's portfolio may also include investment-grade corporate debt securities and certain taxable securities issued by municipal entities such as Build America Bonds.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Barclays U.S. MBS Index. 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 index is designed to measure the performance of the U.S. agency mortgage pass-through segment of the U.S. investment grade bond market. The fund is non-diversified.
The investment seeks to track the investment results of the Barclays U.S. CMBS (ERISA Only) Index. The index measures the performance of investment-grade commercial mortgage-backed securities ("CMBS"), which are classes of securities (known as "certificates") that represent interests in "pools" of commercial mortgages. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

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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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