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VSBCX Virtus Strategic Income C

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Fund VSBCX Virtus Strategic Income C TCOYX Touchstone Credit Opportunities Y WAMBX WSTCM Credit Select Risk Managed Inv  
Similarity
?
100% 86% 89%
Annual Fees
?
$193.58
(1.90% Exp. Ratio)
$150.79
(1.48% Exp. Ratio)
$163.01
(1.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.88% annual return
$9,842.58 $11,188.48 $10,786.78
Est. savings over 30 yrs +$1,345.89 +$944.20
Return
As of 12/31/16
1 YR RETURN 6.00%
3 YR --
5 YR --
10 YR --
1 YR RETURN 11.63%
3 YR --
5 YR --
10 YR --
1 YR RETURN 11.86%
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 absolute total return, primarily from income and capital appreciation. The fund invests, under normal circumstances, at least 80% of its assets (including the amount of borrowings for investment purposes) in U.S. and non-U.S. debt instruments. The fund seeks to achieve its investment goal by investing in a wide array of debt securities or other debt instruments. The fund is non-diversified.
The investment seeks total return from income and capital appreciation. The Credit Select RM Fund is a "fund of funds." The term "fund of funds" is typically used to describe mutual funds, such as the Credit Select RM Fund, whose primary investment strategy involves investing in other investment companies, such as ETFs and other mutual funds. 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. 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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