Investment Test Drive

NWXMX Nationwide Amundi World Bond C

7 lower fee alternatives found

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Fund NWXMX Nationwide Amundi World Bond C AUNZ WisdomTree Australia & NZL Dbt ETF CRDT WisdomTree Strategic Corporate Bond ETF  
Similarity
?
100% 86% 86%
Annual Fees
?
$193.60
(1.90% Exp. Ratio)
$30.57
(0.30% Exp. Ratio)
$45.85
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.89% annual return
$9,873.06 $16,041.18 $15,332.73
Est. savings over 30 yrs +$6,168.12 +$5,459.67
Return
As of 12/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.89%
3 YR -2.32%
5 YR -2.20%
10 YR --
1 YR RETURN 6.64%
3 YR 3.86%
5 YR --
10 YR --
Description
The investment seeks total return. The fund invests at least 80% of its net assets in fixed-income securities that are rated investment grade at the time of investment and in unrated securities that the subadviser has determined to be of comparable quality. Such fixed-income securities may include U.S. government securities and foreign government bonds, as well as U.S. and foreign corporate bonds, mortgage-backed securities and asset-backed securities. It normally invests in issuers located in at least five countries (of which one may be the United States). The fund may invest up to 20% of its net assets in high-yield bonds. It is non-diversified.
The investment seeks a high level of total return consisting of both income and capital appreciation. The fund invests in bonds and other debt instruments ("Debt Securities") denominated in Australian or New Zealand dollars. Under normal circumstances, it will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in Debt Securities. For these purposes, Debt Securities include fixed income securities, such as bonds, notes or other debt obligations, denominated in Australian or New Zealand dollars, as well as certain derivatives and other instruments described herein. The fund is non-diversified.
The investment seeks a high level of total return consisting of both income and capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in Corporate Debt. For these purposes, Corporate Debt includes fixed income securities, such as bonds, notes, money market securities, debt securities linked to inflation rates of local economies, variable or floating rate securities and other debt obligations of U.S. and non-U.S. corporate issuers. 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.

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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