Investment Test Drive

WASIX Wasatch Strategic Income

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund WASIX Wasatch Strategic Income MCMVX Monongahela All Cap Value JSVTX Perkins Select Value T  
100% 86% 87%
Annual Fees
(1.51% Exp. Ratio)
(0.85% Exp. Ratio)
(0.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.57% annual return
$32,179.00 $39,317.87 $38,844.78
Est. savings over 30 yrs +$7,138.87 +$6,665.78
As of 9/30/16
1 YR RETURN 7.38%
3 YR 4.93%
5 YR 12.29%
10 YR 6.02%
1 YR RETURN 21.67%
3 YR 7.06%
5 YR --
10 YR --
1 YR RETURN 16.21%
3 YR 8.23%
5 YR --
10 YR --
The investment seeks current income; long-term growth of capital is a secondary consideration. The fund invests primarily in income-producing securities. It will invest the fund's assets in income-producing domestic and foreign securities, including equity securities and fixed income securities of companies of all market capitalizations. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, energy, financials, industrials and information technology.
The investment seeks total return through long-term capital appreciation and income. The fund seeks to achieve its investment objective by investing primarily in a portfolio of domestic equity securities, which primarily consist of common and preferred stocks and securities convertible into common stocks, of companies of any market capitalization. It may invest up to 30% of its assets in fixed-income securities whose returns the Adviser believes will provide comparable returns to the equities in which the fund invests.
The investment seeks capital appreciation. The fund primarily invests in the common stocks of companies of any size whose stock prices the portfolio managers believe to be undervalued. It may also invest in foreign securities, which may include investments in emerging markets. The fund may invest its assets in derivatives, which are instruments that have a value derived from, or directly linked to, an underlying asset, such as equity securities, fixed-income securities, commodities, currencies, interest rates, or market indices, as substitutes for securities in which the fund invests.

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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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