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BAFHX Brown Advisory WMC Strat Eurp Eq Instl

3 lower fee alternatives found

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Fund BAFHX Brown Advisory WMC Strat Eurp Eq Instl IEUS iShares MSCI Europe Small-Cap DBEU Deutsche X-trackers MSCI Europe Hedgd Eq  
Similarity
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100% 86% 90%
Annual Fees
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$117.36
(1.11% Exp. Ratio)
$42.29
(0.40% Exp. Ratio)
$47.58
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$38,025.47 $47,128.49 $46,423.86
Est. savings over 30 yrs +$9,103.01 +$8,398.39
Return
As of 11/30/16
1 YR RETURN -5.40%
3 YR -0.40%
5 YR --
10 YR --
1 YR RETURN -5.33%
3 YR 1.25%
5 YR 8.83%
10 YR --
1 YR RETURN -1.70%
3 YR 3.94%
5 YR --
10 YR --
Description
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 to track the investment results of the MSCI Europe Small Cap Index composed of small-capitalization developed market equities in Europe. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is a free float-adjusted, market capitalization-weighted index that captures small-capitalization representation across the 15 developed market countries in Europe.
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.

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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.

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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

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