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WTRRX Wells Fargo Core Bond R

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Fund WTRRX Wells Fargo Core Bond R CMBS iShares CMBS NOCBX Northern Core Bond  
100% 88% 91%
Annual Fees
(1.03% Exp. Ratio)
(0.25% Exp. Ratio)
(0.43% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$13,843.24 $17,519.34 $16,595.33
Est. savings over 30 yrs +$3,676.10 +$2,752.09
As of 11/30/16
1 YR RETURN 1.51%
3 YR 2.27%
5 YR 2.34%
10 YR 4.38%
1 YR RETURN 2.50%
3 YR 2.42%
5 YR --
10 YR --
1 YR RETURN 1.66%
3 YR 2.59%
5 YR 2.83%
10 YR 4.46%
The investment seeks total return, consisting of income and capital appreciation. The fund normally invests at least 80% of its net assets in bonds; at least 80% of the fund's total assets in investment-grade debt securities; up to 25% of its total assets in asset-backed securities, other than mortgage-backed securities; and up to 20% of the fund's total assets in U.S. dollar-denominated debt securities of foreign issuers. The advisor expects to maintain an overall portfolio dollar-weighted average effective duration that is within 10% of that of the fund's benchmark.
The investment seeks to track the investment results of the Bloomberg 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.
The investment seeks to maximize total return (capital appreciation and income) consistent with reasonable risk. The fund will seek capital appreciation and current income in the advisor's attempt to maximize total return. It will invest, under normal circumstances, at least 80% of its net assets in bonds and other fixed-income securities. The fund invests primarily in the investment grade debt obligations of domestic issuers. It also may invest to a limited extent in U.S. dollar denominated investment grade obligations of foreign issuers.

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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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