Investment Test Drive

WBDGX WBI Tactical DG Institutional

2 lower fee alternatives found

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Fund WBDGX WBI Tactical DG Institutional CLSHX AdvisorOne CLS Shelter N FLMFX Meeder Muirfield Retail  
Similarity
?
100% 86% 86%
Annual Fees
?
$157.73
(1.53% Exp. Ratio)
$137.11
(1.33% Exp. Ratio)
$154.64
(1.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.09% annual return
$15,697.91 $16,683.13 $15,842.02
Est. savings over 30 yrs +$985.22 +$144.11
Return
As of 10/31/16
1 YR RETURN -6.62%
3 YR -2.99%
5 YR 4.08%
10 YR --
1 YR RETURN 4.16%
3 YR 5.02%
5 YR 6.16%
10 YR --
1 YR RETURN -0.76%
3 YR 3.90%
5 YR 9.36%
10 YR 4.21%
Description
The investment seeks long-term capital appreciation and current income. The fund will seek to invest in dividend-paying equity securities of foreign and domestic companies. It may invest in non-dividend paying equities, domestic and foreign fixed income securities, exchange-traded funds ("ETFs"), exchange-traded notes ("ETNs"), real estate investment trusts ("REITs") and/or in option strategies to enhance the fund's returns or to mitigate risk and volatility. The fund may also use options on indices. It may also invest in cash or cash equivalents as part of the normal operation of its investment process, including for extended periods.
The investment seeks to limit the impact of large equity market declines, and the secondary investment objective is growth of capital. The fund invests primarily in U.S. Treasury bills, individual equity securities, money market funds, exchange traded funds ("ETFs"), open-end mutual funds and closed-end funds that each invest primarily in equity securities (common stock and securities convertible into common stock). This group of ETFs and funds is referred to as "underlying funds." Equity securities, whether purchased directly or indirectly through underlying funds, are not restricted by issuer capitalization or country.
The investment seeks to provide long-term capital appreciation. The fund pursues its investment objective by investing primarily in common and preferred stocks. It may also invest in equity investment companies ("underlying funds"), which include domestic and foreign mutual funds, as well as in exchange traded funds ("ETFs"), closed-end funds and unit investment trusts. The fund may invest in index funds and index-based investments, such as Standard & Poor's Depositary Receipts (SPDRs), and may invest directly in, or in underlying funds investing in, futures contracts and options on futures contracts.

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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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