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WBLIX William Blair Low Duration I

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Fund WBLIX William Blair Low Duration I TSYYX Touchstone Ultra Short Dur F/I Y  
100% 89%
Annual Fees
(0.55% Exp. Ratio)
(0.44% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.88% annual return
$14,798.70 $15,297.71
Est. savings over 30 yrs +$499.02
As of 12/31/16
1 YR RETURN 1.40%
3 YR 0.98%
5 YR 1.08%
10 YR --
1 YR RETURN 1.67%
3 YR 1.05%
5 YR 1.17%
10 YR 1.76%
The investment seeks to maximize total return; total return includes both income and capital appreciation. The fund seeks to maximize total return by investing in a diversified portfolio of investment grade low duration debt securities. Total return includes both income and capital appreciation. The fund seeks to outperform the Bank of America Merrill Lynch 1-Year U.S. Treasury Note Index through an actively managed diversified portfolio of securities. The Adviser emphasizes individual security selection, as well as shifts in the fund's portfolio among market sectors.
The investment seeks maximum total return consistent with the preservation of capital. The fund invests, under normal market conditions, at least 80% of its assets in fixed income securities. The fund invests in a diversified portfolio of securities of different maturities including U.S. Treasury securities, U.S. government agency securities, securities of U.S. government-sponsored enterprises, corporate bonds (including those of foreign issuers), mortgage-backed securities, commercial mortgage-backed securities, asset-backed securities, municipal bonds and cash equivalent securities including repurchase agreements and commercial paper.

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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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