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WINDX Wilshire 5000 Index Instl

4 lower fee alternatives found

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Fund WINDX Wilshire 5000 Index Instl SIZE iShares Edge MSCI USA Size Factor BRLIX Bridgeway Blue Chip 35 Index  
Similarity
?
100% 93% 93%
Annual Fees
?
$43.35
(0.41% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$46,990.74 $50,813.88 $50,813.88
Est. savings over 30 yrs +$3,823.14 +$3,823.14
Return
As of 12/31/16
1 YR RETURN 12.81%
3 YR 8.43%
5 YR 14.31%
10 YR 6.76%
1 YR RETURN 13.32%
3 YR 9.61%
5 YR --
10 YR --
1 YR RETURN 13.18%
3 YR 8.84%
5 YR 14.36%
10 YR 7.17%
Description
The investment seeks to replicate as closely as possible the performance of the Wilshire 5000 IndexSM before the deduction of index fund expenses. The fund invests at least 80% of its assets in the common stock of companies included in the index that are representative of the index. It uses enhanced "stratified sampling" techniques in an attempt to replicate the performance of the index. The fund normally holds stocks representing at least 90% of the index's total market value, which ranges between 1,000 and 2,500 stocks.
The investment seeks to track the investment results of the MSCI USA Risk Weighted Index composed of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization. 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 index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index (the "parent index"). The parent index includes U.S. large- and mid- capitalization stocks.
The investment seeks to provide a long-term total return on capital, primarily through capital appreciation, but also some income. The fund seeks to achieve its objective by approximating the total return of the Bridgeway Ultra-Large 35 Index (the "index"), a proprietary index composed by the Adviser, while minimizing the distribution of capital gains and minimizing costs. It normally invests at least 80% of its net assets (plus borrowings for investment purposes) in blue chip company stocks included within the index. The fund invests in the stocks that comprise the index and seeks to approximately match the index composition and weighting.

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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.

Similarity

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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