Investment Test Drive

WBIR WBI Tactical Rotation Shares

1 lower fee alternative found

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Fund WBIR WBI Tactical Rotation Shares ASPFX Aspiration Flagship  
100% 86%
Annual Fees
(1.43% Exp. Ratio)
(1.33% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.46% annual return
$13,456.59 $13,872.23
Est. savings over 30 yrs +$415.64
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.87%
3 YR --
5 YR --
10 YR --
The investment seeks long term-capital appreciation while also seeks to protect principal during unfavorable market conditions. The fund will seek to achieve its investment objective by utilizing a flexible investment strategy and will invest directly in financial instruments or indirectly through a broad array of registered investment companies, exchange-traded funds ("ETFs"), exchange-traded vehicles issuing equity securities ("ETVs"), and exchange-traded notes ("ETNs") (such ETFs, ETVs, and ETNs are referred to collectively as "exchange-traded products" or "ETPs"). It is non-diversified.
The investment seeks long-term capital appreciation by providing risk-adjusted returns. The fund seeks to achieve its investment objective by investing primarily in shares of registered investment companies, including open-end funds, ETFs and closed-end funds that emphasize alternative strategies, such as funds that sell securities short; employ asset allocation, managed futures, arbitrage and/or option-hedged strategies; or that invest in distressed securities, the natural resources sector and business development companies ("BDCs").

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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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