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WBBPX WBI Tactical BP Institutional

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Fund WBBPX WBI Tactical BP Institutional
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Annual Fees
(1.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.07% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN -1.57%
3 YR 1.19%
5 YR --
10 YR --
The investment seeks current income and long-term capital appreciation, while also seeking to protect principal during unfavorable market conditions. The fund seeks to invest in the equity securities of domestic and foreign dividend-paying companies of any size market capitalization which the Advisor believes have the capacity to increase dividends over time, and in domestic and foreign fixed income securities. It may invest without limitation in securities of foreign issuers, and may invest up to 50% of its net assets in the securities of issuers in emerging markets. It will invest up to 75% of its net assets in fixed income securities of any credit 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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