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DHEYX Diamond Hill Short Duration Total Ret Y

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Fund DHEYX Diamond Hill Short Duration Total Ret Y SFIG WisdomTree Fdmtl US Shrt-Term Corp Bd  
100% 88%
Annual Fees
(0.44% Exp. Ratio)
(0.18% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
$15,598.76 $16,868.26
Est. savings over 30 yrs +$1,269.50
As of 9/30/16
3 YR --
5 YR --
10 YR --
3 YR --
5 YR --
10 YR --
The investment seeks to maximize total return consistent with the preservation of capital. The fund seeks total return by investing at least 80% of its net assets (plus any amounts borrowed for investment purposes) in a diversified portfolio of investment grade, fixed income securities, including bonds, debt securities and other similar U.S. dollar-denominated instruments issued by various U.S. public- or private-sector entities, by foreign corporations or U.S. affiliates of foreign corporations. It may invest a significant portion or all of its assets in asset-backed, mortgage-related and mortgage-backed securities at the discretion of the Adviser.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Fundamental U.S. Short-term Corporate Bond Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is designed to capture the performance of selected issuers in the short-term U.S. investment grade corporate bond market that are deemed to have favorable fundamental and income characteristics. 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.


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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