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VSBCX Virtus Strategic Income C

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Fund VSBCX Virtus Strategic Income C ISIWX Voya Strategic Income Opportunities W WAMBX WST Asset Manager - US Bond Investor  
Similarity
?
100% 85% 89%
Annual Fees
?
$194.22
(1.90% Exp. Ratio)
$92.00
(0.90% Exp. Ratio)
$158.44
(1.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.22% annual return
$10,871.75 $14,738.01 $12,097.65
Est. savings over 30 yrs +$3,866.26 +$1,225.90
Return
As of 11/30/16
1 YR RETURN 4.34%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.86%
3 YR 3.76%
5 YR --
10 YR --
1 YR RETURN 9.97%
3 YR --
5 YR --
10 YR --
Description
The investment seeks total return comprised of income and capital appreciation. The fund invests in a broadly diversified portfolio of principally debt securities of various types of issuers. It seeks to achieve its objective by identifying undervalued opportunities throughout the investment universe in any interest rate or market environment. The fund may invest in all or some of these sectors and may invest in securities of any maturity. It may invest in exchange traded funds (ETFs) in order to gain exposure to particular markets or asset classes.
The investment seeks total return through income and capital appreciation through all market cycles. The fund invests in fixed-income instruments, including investment-grade securities and below investment-grade securities, commonly referred to as "junk bonds." It generally maintains a dollar-weighted average duration profile between -2 and 6 years. The fund may also invest in floating rate loans, and other floating rate debt instruments.
The investment seeks total return from income and capital appreciation. The fund will generally invest in a combination of (i) U.S. high-yield debt securities (commonly known as "junk" bonds, and referred to herein as "High-Yield Securities") and (ii) U.S. investment grade debt securities and U.S. Treasury debt obligations (collectively, "Investment Grade Securities"). It invests without restriction as to issuer credit quality, capitalization or security maturity; however, other than periods when the fund is invested solely in cash, at least 10% of the fund's assets will generally be invested in Investment Grade Securities at all times. It is non-diversified.

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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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