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WCEIX WCM Alternatives Event-Driven Instl

1 lower fee alternative found

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Fund WCEIX WCM Alternatives Event-Driven Instl CVXAX Spouting Rock/Convex Dynm Glbl Mcr Adv  
100% 89%
Annual Fees
(1.78% Exp. Ratio)
(1.42% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.60% annual return
$12,603.24 $14,065.29
Est. savings over 30 yrs +$1,462.05
As of 12/31/16
1 YR RETURN 2.96%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.28%
3 YR --
5 YR --
10 YR --
The investment seeks to provide attractive risk-adjusted returns with low relative volatility in virtually all market environments. The fund primarily employs investment strategies designed to capture price movements generated by specific events, including, but not limited to, securities of companies involved in mergers, acquisitions, asset sales or other divestitures, restructurings, refinancing, recapitalizations, reorganizations or other special situations (referred to as "event-driven opportunities"). It is non-diversified.
The investment seeks positive absolute returns. In pursuing positive absolute returns, the fund's subadviser seeks to minimize losses when it believes market risk is high and maximize growth when it believes market risk is low. The fund will invest the majority of its assets in ETFs that invest in U.S., international, and emerging market equity securities of any market capitalization (growth or value stocks or both) and fixed income securities of any maturity (including high yield securities, which are often referred to as "junk bonds"); real estate interests; commodities; and inflation-protected securities.

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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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