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WOAIX WOA All Asset I Class I

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Fund WOAIX WOA All Asset I Class I
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Similarity
?
100%
Annual Fees
?
$159.84
(1.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.12% annual return
$15,740.70
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 2.85%
3 YR 1.24%
5 YR --
10 YR --
Description
The investment seeks maximum total returns. The fund operates as a "fund of funds" investing primarily in exchange-traded funds ("ETFs"), exchange-traded notes ("ETNs"), other open-end mutual funds and closed-end funds. It invests in underlying funds that invest in or are linked to global equity securities, global fixed income securities, cash, and commodities/currencies, but may also invest in underlying funds linked to foreign, including emerging market, indexes. The fund may also invest in individual securities and futures.

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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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