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WUSTX Wells Fargo Ultra Short-Term Income C

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Fund WUSTX Wells Fargo Ultra Short-Term Income C PYLMX Payden Limited Maturity TRBUX T. Rowe Price Ultra Short-Term Bond  
100% 87% 88%
Annual Fees
(1.46% Exp. Ratio)
(0.25% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.44% annual return
$9,879.41 $14,247.59 $13,825.26
Est. savings over 30 yrs +$4,368.18 +$3,945.85
As of 9/30/16
1 YR RETURN 0.66%
3 YR -0.07%
5 YR 0.07%
10 YR 0.64%
1 YR RETURN 1.17%
3 YR 0.79%
5 YR 0.92%
10 YR 1.18%
1 YR RETURN 1.49%
3 YR 0.80%
5 YR --
10 YR --
The investment seeks current income consistent with capital preservation. The fund invests at least 80% of its net assets in income-producing debt securities. It invests up to 25% of the fund's total assets in U.S. dollar-denominated debt securities of foreign issuers and up to 15% of its total assets in below investment-grade debt securities. The portfolio holdings may include U.S. government obligations, corporate debt securities, bank loans and mortgage- and asset-backed debt securities.
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.
The investment seeks a high level of income consistent with minimal fluctuations in principal value and liquidity. The fund invests in a diversified portfolio of shorter-term investment-grade corporate and government securities, including mortgage-backed securities, municipal securities, money market securities and bank obligations, and U.S. dollar-denominated securities of foreign issuers. Normally, it will invest at least 80% of its net assets in bonds and all of the securities purchased by the fund will be rated at the time of purchase by at least one of the major credit rating agencies or, if unrated, deemed to be investment grade quality by T. Rowe Price.

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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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