Investment Test Drive

WSIDX Wells Fargo Strategic Income Admin

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund WSIDX Wells Fargo Strategic Income Admin THHY VanEck Vectors Trs-Hdgd Hi Yld Bd ETF  
Similarity
?
100% 86%
Annual Fees
?
$77.69
(0.76% Exp. Ratio)
$51.11
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.22% annual return
$15,375.59 $16,631.13
Est. savings over 30 yrs +$1,255.53
Return
As of 11/30/16
1 YR RETURN 3.62%
3 YR 1.14%
5 YR --
10 YR --
1 YR RETURN 9.17%
3 YR 2.49%
5 YR --
10 YR --
Description
The investment seeks a high level of current income and capital appreciation. The fund invests at least 80% of its net assets in income-producing securities. It may invest up to 100% of the fund's total assets in debt securities of foreign issuers, including emerging markets issuers, and up to 50% of the fund's total assets in non-dollar denominated debt securities. The fund may invest up to 25% of the fund's total assets in preferred stocks.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVISä US Treasury-Hedged High Yield Bond Index (the "Treasury-Hedged High Yield Bond Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index was designed to provide exposure to below investment grade corporate bonds, denominated in U.S. dollars, and, through the use of U.S. Treasury notes, to hedge against rising interest rates.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!