CWSDX
ActiveCWSDX
Expense Ratio
0.39%
Annual Cost per $10K
$39.00
30-Year Fee Drag per $10K
$7,898
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+4.68%
Asset Allocation
No allocation data available
Fee Comparison
CWSDX
0.39%Index benchmark
0.03%Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of March 2024 · Updated quarterly
+7.09%21 months
Compare to
Fee Impact Calculator
$
%
CWSDX at 0.39%$341,121
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$39,492
Cost vs index fund−$36,303
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