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AEDBX Invesco European Growth B

5 lower fee alternatives found

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Fund AEDBX Invesco European Growth B DBEU Deutsche X-trackers MSCI Europe Hedgd Eq FEP First Trust Europe AlphaDEX® ETF  
Similarity
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100% 87% 86%
Annual Fees
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$225.20
(2.13% Exp. Ratio)
$47.58
(0.45% Exp. Ratio)
$84.58
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$27,885.15 $46,464.72 $41,805.70
Est. savings over 30 yrs +$18,579.56 +$13,920.55
Return
As of 12/31/16
1 YR RETURN -3.45%
3 YR -2.29%
5 YR 6.57%
10 YR 1.65%
1 YR RETURN 8.15%
3 YR 5.59%
5 YR --
10 YR --
1 YR RETURN 1.24%
3 YR -1.87%
5 YR 8.66%
10 YR --
Description
The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of European issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities and depositary receipts. The fund may invest in the securities of issuers of all capitalization sizes; however, the fund may invest a significant amount of its net assets in the securities of small- and mid-capitalization issuers.
The investment seeks investment results that correspond generally to the performance, before fees and expenses, of the MSCI Europe US Dollar Hedged Index. The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, of the underlying index, which is designed to track the performance of the developed markets in Europe, while mitigating exposure to fluctuations between the value of the U.S. dollar and the currencies of the countries included in the underlying index. It will invest at least 80% of its total assets in component securities of the underlying index.
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) Europe Index (the "index"). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks and/or depositary receipts that comprise the index. The index is designed to select stocks from the NASDAQ Europe 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.

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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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