Investment Test Drive

LWOFX Legg Mason BW International Opps Bd FI

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund LWOFX Legg Mason BW International Opps Bd FI MGGBX AMG Managers Global Income Opportunity S  
Similarity
?
100% 90%
Annual Fees
?
$101.89
(1.00% Exp. Ratio)
$90.69
(0.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.89% annual return
$12,986.39 $13,426.32
Est. savings over 30 yrs +$439.93
Return
As of 10/31/16
1 YR RETURN 6.43%
3 YR 0.59%
5 YR 2.39%
10 YR --
1 YR RETURN 6.57%
3 YR 1.28%
5 YR 2.41%
10 YR 4.47%
Description
The investment seeks to maximize total return consisting of income and capital appreciation. The fund invests at least 80% of its net assets in fixed income securities of issuers located in developed market countries. It will invest in the sovereign debt and currencies of countries in the Citigroup World Government Bond Index Ex-U.S. (Unhedged). The fund invests in both investment grade and below investment grade fixed income securities, and the advisor intends to invest less than 35% of its net assets in below investment grade fixed income securities. It is non-diversified.
The investment seeks to achieve income and capital appreciation. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds (debt securities). Under normal market conditions, it invests at least 65% of its total assets in investment grade U.S. and foreign corporate bonds and in securities issued or guaranteed by the U.S. and foreign governments, their agencies or instrumentalities, and supranational organizations such as the World Bank. The fund will also invest at least 40% of its net assets, plus the amount of any borrowings for investment purposes, in investments of non-U.S. issuers.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!