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WBIDX WBI Tactical DG No Load

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Fund WBIDX WBI Tactical DG No Load AAANX Horizon Active Asset Allocation N  
Similarity
?
100% 85%
Annual Fees
?
$183.56
(1.78% Exp. Ratio)
$167.06
(1.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.13% annual return
$14,690.72 $15,425.87
Est. savings over 30 yrs +$735.15
Return
As of 12/31/16
1 YR RETURN 3.98%
3 YR -2.30%
5 YR 5.21%
10 YR --
1 YR RETURN 4.56%
3 YR 1.99%
5 YR --
10 YR --
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 capital appreciation. The adviser selects asset classes using a flexible approach that allocates the Allocation fund's portfolio between asset classes that Horizon believes have the highest expected return for a given amount of risk. Horizon typically executes its strategy by investing in exchange-traded funds ("ETFs"). Potential ETFs are reviewed for sufficient trading liquidity and fit within overall portfolio diversification needs prior to investment.

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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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