KWICX
ActiveKWICX
Expense Ratio
1.75%
Annual Cost per $10K
$175.00
30-Year Fee Drag per $10K
$29,707
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
-6.45%
Asset Allocation
No allocation data available
Fee Comparison
KWICX
1.75%Index benchmark
0.03%Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2022 · Updated quarterly
-6.61%3Y
Compare to
Fee Impact Calculator
$
%
KWICX at 1.75%$232,078
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$148,535
Cost vs index fund−$145,347
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