Investment Test Drive

DRESX Driehaus Emerging Markets Small Cap Gr

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund DRESX Driehaus Emerging Markets Small Cap Gr FEMS First Trust Emerg Mkts SC AlphaDEX® ETF FEDDX Fidelity® Emerging Markets Discovery  
Similarity
?
100% 85% 87%
Annual Fees
?
$178.36
(1.69% Exp. Ratio)
$84.43
(0.80% Exp. Ratio)
$153.03
(1.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.54% annual return
$30,197.74 $39,572.52 $32,489.46
Est. savings over 30 yrs +$9,374.78 +$2,291.71
Return
As of 10/31/16
1 YR RETURN -2.24%
3 YR -0.83%
5 YR 4.51%
10 YR --
1 YR RETURN 16.49%
3 YR 0.16%
5 YR --
10 YR --
1 YR RETURN 13.19%
3 YR 0.80%
5 YR --
10 YR --
Description
The investment seeks to maximize capital appreciation. The fund uses a growth style of investment in equity securities, including common and preferred stocks, American Depositary Receipts and Global Depositary Receipts, and in equity-convertible securities, such as warrants, rights and options. Under normal market conditions, the fund invests substantially all (no less than 80%) of its net assets (plus the amount of borrowings for investment purposes) in small capitalization emerging markets companies. It is non-diversified.
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NASDAQ AlphaDEX(R) Emerging Markets Small Cap Index. The fund will normally invest at least 90% of its net assets in common stocks and/or depositary receipts that comprise the index. The index is designed to select small cap stocks from the NASDAQ Emerging Markets Index (the "base index") that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX(R) selection methodology. The fund is non-diversified.
The investment seeks capital appreciation. The fund invests at least 80% of assets in securities of issuers in emerging markets (countries that have an emerging stock market as defined by MSCI, countries or markets with low- to middle-income economies as classified by the World Bank, and other countries or markets with similar emerging characteristics) and other investments that are tied economically to emerging markets. It normally invests primarily in common stocks.

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!