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BAFHX Brown Advisory WMC Strat Eurp Eq Instl

4 lower fee alternatives found

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Fund BAFHX Brown Advisory WMC Strat Eurp Eq Instl FXEU PowerShares Europe Currency Hdgd Lw Vltl HEDJ WisdomTree Europe Hedged Equity ETF  
100% 90% 90%
Annual Fees
(1.13% Exp. Ratio)
(0.25% Exp. Ratio)
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$37,178.34 $48,499.93 $43,910.33
Est. savings over 30 yrs +$11,321.59 +$6,731.99
As of 9/30/16
1 YR RETURN 7.95%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.04%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.62%
3 YR 6.50%
5 YR 11.13%
10 YR --
The investment seeks to achieve total return by investing principally in equity securities issued by companies established or operating in Europe. Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of companies which are domiciled in or exercise the predominant part of their economic activity in Europe - defined as countries included in the MSCI Europe Index.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P Eurozone Low Volatility USD Hedged Index. The fund invests at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to measure the performance of the 80 least volatile stocks in the S&P Eurozone BMI Index, while also employing a currency-hedged strategy to mitigate exposure to fluctuations between the value of the U.S. dollar and the currencies of the countries in which the component securities of the underlying index are domiciled. The fund is non-diversified.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Europe Hedged Equity Index. The fund invests at least 95% of its total assets (exclusive of collateral held from securities lending) 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 provides exposure to European equity securities, particularly shares of European exporters, while at the same time neutralizing exposure to fluctuations between the value of the U.S. dollar and the euro. 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.


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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