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WSHNX Weitz Short-Intermediate Income Investor

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Fund WSHNX Weitz Short-Intermediate Income Investor DLSNX DoubleLine Low Duration Bond N THOPX Thompson Bond  
Similarity
?
100% 88% 90%
Annual Fees
?
$87.86
(0.86% Exp. Ratio)
$70.50
(0.69% Exp. Ratio)
$72.54
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.17% annual return
$14,682.48 $15,456.87 $15,363.75
Est. savings over 30 yrs +$774.39 +$681.27
Return
As of 11/30/16
1 YR RETURN 2.17%
3 YR 1.35%
5 YR 1.83%
10 YR 3.42%
1 YR RETURN 2.21%
3 YR 1.57%
5 YR 1.90%
10 YR --
1 YR RETURN 7.05%
3 YR 2.33%
5 YR 3.95%
10 YR 5.61%
Description
The investment seeks current income consistent with the preservation of capital. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in debt securities. These debt securities may include U.S. government securities (including agency securities, and securities issued by government-sponsored enterprises such as Fannie Mae and Freddie Mac, including their mortgage-backed securities), corporate debt securities, other mortgage-backed securities, asset-backed securities, preferred stock, taxable municipal bonds and securities issued by foreign governments.
The investment seeks current income. Under normal circumstances, the advisor intends to invest primarily in fixed income and other income-producing instruments rated investment grade and unrated securities considered by the Adviser to be of comparable credit quality. The advisor intends to invest at least 80% of the fund's net assets (plus the amount of borrowings for investment purposes) in bonds. The fund may, however, invest up to 50% of its total assets in fixed income and other income-producing instruments rated below investment grade and those that are unrated but determined by the Adviser to be of comparable credit quality.
The investment seeks a higher level of current income while preserving capital. The fund normally invests at least 80% of its net assets plus any borrowing for investment purposes in a diversified portfolio of bonds, including corporate bonds of domestic issuers and of foreign issuers payable in U.S. dollars, short-term debt instruments, mortgage- and asset-related securities, bonds of foreign government issuers (including its agencies and instrumentalities) payable in U.S. dollars, and U.S. Treasury securities and other debt securities issued or guaranteed by the U.S. government (including its agencies and instrumentalities).

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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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