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WCIIX Wells Fargo Conservative Income Inst

5 lower fee alternatives found

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Fund WCIIX Wells Fargo Conservative Income Inst FLOT iShares Floating Rate Bond PYLMX Payden Limited Maturity  
100% 90% 94%
Annual Fees
(0.27% Exp. Ratio)
(0.20% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.44% annual return
$14,163.40 $14,464.69 $14,248.85
Est. savings over 30 yrs +$301.29 +$85.46
As of 9/30/16
1 YR RETURN 0.94%
3 YR 0.59%
5 YR --
10 YR --
1 YR RETURN 1.29%
3 YR 0.60%
5 YR 1.27%
10 YR --
1 YR RETURN 1.17%
3 YR 0.79%
5 YR 0.92%
10 YR 1.18%
The investment seeks current income consistent with capital preservation. Under normal circumstances, the fund invests: substantially all of its net assets in high-quality, U.S. dollar-denominated short-term fixed-, floating- and variable-rate debt securities. The fund holdings may include commercial paper, repurchase agreements, certificates of deposit, time deposits, bankers' acceptances, U.S. government obligations, municipal securities, corporate debt securities and mortgage- and asset-backed securities.
The investment seeks to track the investment results of the Barclays US Floating Rate Note < 5 Years Index (the "underlying index"), which measures the performance of U.S. dollar-denominated, investment-grade floating rate notes. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index.
The investment seeks a total return that, over time, is greater than returns of money market funds and is consistent with preservation of capital. The fund invests in a wide variety of debt instruments and income-producing securities payable primarily in U.S. dollars. It invests at least 90% of its total assets in investment grade debt securities, but may invest up to 10% of its total assets in debt securities rated below investment grade (commonly called "junk bonds"). The overall average credit quality of the fund will remain investment grade. The fund is non-diversified.

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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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