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WBRRX William Blair Income N

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Fund WBRRX William Blair Income N VFSTX Vanguard Short-Term Investment-Grade Inv MINC AdvisorShares Newfleet Mult-Sect Inc ETF  
100% 86% 86%
Annual Fees
(0.81% Exp. Ratio)
(0.20% Exp. Ratio)
(0.76% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.17% annual return
$14,906.26 $17,916.30 $15,133.34
Est. savings over 30 yrs +$3,010.04 +$227.08
As of 11/30/16
1 YR RETURN 2.10%
3 YR 1.70%
5 YR 2.19%
10 YR 2.91%
1 YR RETURN 2.28%
3 YR 1.74%
5 YR 2.26%
10 YR 3.24%
1 YR RETURN 2.66%
3 YR 2.12%
5 YR --
10 YR --
The investment seeks a high level of current income with relative stability of principal. The fund invests at least 90% of its total assets in the following: (a) U.S. dollar-denominated corporate debt securities (domestic or foreign) with long-term ratings of "A -" or better, or an equivalent rating; (b) obligations of or guaranteed by the U.S. government, its agencies or instrumentalities; (c) collateralized obligations and (d) commercial paper obligations rated within the highest grade by one of the Rating Organizations.
The investment seeks to provide current income while maintaining limited price volatility. The fund invests in a variety of high-quality and, to a lesser extent, medium-quality fixed income securities, at least 80% of which will be short- and intermediate-term investment-grade securities. High-quality fixed income securities are those rated the equivalent of A3 or better; medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3.
The investment seeks to provide current income consistent with preservation of capital, while limiting fluctuations in net asset value ("NAV") due to changes in interest rates. The Sub-Advisor applies a time-tested approach and extensive credit research to capitalize on opportunities across undervalued areas of the bond markets. The fund principally invests in investment-grade securities, which are securities with credit ratings within the four highest rating categories of a nationally recognized statistical rating organization or, if unrated, those securities that the Sub-Advisor determines to be of comparable quality.

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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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