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WPINX WP Income Plus Institutional

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Fund WPINX WP Income Plus Institutional JURTX Janus Real Return T CAMBX Cincinnati AMFs Broad Market Strat Inc  
100% 88% 86%
Annual Fees
(2.59% Exp. Ratio)
(0.66% Exp. Ratio)
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.21% annual return
$8,755.29 $15,772.08 $15,819.78
Est. savings over 30 yrs +$7,016.79 +$7,064.49
As of 10/31/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.05%
3 YR 2.66%
5 YR 2.43%
10 YR --
1 YR RETURN 4.19%
3 YR 3.58%
5 YR --
10 YR --
The investment seeks total return. The fund seeks to meet its investment objective by investing approximately 80% in unaffiliated open- and closed-end mutual funds and exchange-traded funds that primarily invest in fixed-income securities ("underlying bond funds"). The principal types of fixed-income securities in which the underlying bond funds invest are bonds, U.S. Treasury and agency securities, and mortgage-backed and asset-backed securities. The underlying fond funds may invest in fixed income securities of any credit or maturity. The fund is non-diversified.
The investment seeks real return consistent with preservation of capital. The fund pursues its investment objective by primarily investing in U.S. Treasury securities, short-duration high-yield/high-risk debt, commodity-linked investments, and equity securities. Its investments in U.S. Treasury securities may also include Treasury Inflation-Protected Securities, also known as TIPS. The fund may invest up to 90% of its net assets in short-duration high-yield/high-risk debt securities. Its investments in short-duration high-yield/high-risk securities include debt rated below investment grade, also known as "junk" bonds.
The investment seeks to achieve a high level of income consistent with a secondary goal of preservation of capital. The fund seeks to achieve its investment objective by investing primarily in a broad market of securities that the Adviser believes are undervalued. The fund's investment adviser defines "broad market" as the span of credit qualities and market capitalizations of the overall market that it will consider for purchase for the fund. The average maturity of the fixed-income securities in the fund's portfolio will generally range from 6 to 8 years, and will not exceed a targeted maturity or average workout date of 10 years.

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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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