Investment Test Drive

CHNAX Clough China A

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 CHNAX Clough China A CXSE WisdomTree China ex-State-Owd Entpr ETF  
Similarity
?
100% 88%
Annual Fees
?
$205.95
(1.95% Exp. Ratio)
$55.98
(0.53% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$28,522.24 $43,905.54
Est. savings over 30 yrs +$15,383.29
Return
As of 10/31/16
1 YR RETURN -1.61%
3 YR 0.13%
5 YR 5.54%
10 YR 6.90%
1 YR RETURN 5.34%
3 YR 1.91%
5 YR --
10 YR --
Description
The investment seeks to provide investors with long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that: are organized under the laws of China, Hong Kong or Taiwan; are primarily traded on the China, Hong Kong or Taiwan exchanges; or derive at least 50% of their revenues from business activities in China, Hong Kong or Taiwan, but which are listed and traded elsewhere. The fund is non-diversified.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree China ex-State-Owned Enterprises Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a float-adjusted market cap weighted index that consists of common stocks in China, excluding common stocks of "state-owned enterprises." The fund is non-diversified.

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!