Investment Test Drive

CAEEX Columbia Acorn European R5

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 CAEEX Columbia Acorn European R5 DFE WisdomTree Europe SmallCap Dividend ETF  
Similarity
?
100% 89%
Annual Fees
?
$156.47
(1.48% Exp. Ratio)
$61.32
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$33,958.77 $44,610.05
Est. savings over 30 yrs +$10,651.27
Return
As of 10/31/16
1 YR RETURN -2.54%
3 YR 0.50%
5 YR 7.85%
10 YR --
1 YR RETURN -1.70%
3 YR 2.92%
5 YR 11.71%
10 YR 3.82%
Description
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowing for investment purposes) in European companies. It invests at least 70% of its total assets in companies in Western European countries, but also may invest up to 30% of its total assets in companies in emerging Central and Eastern European countries, including up to 10% of its total assets in companies in Russia and the Ukraine.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Europe SmallCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in the 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 fundamentally weighted index that is comprised of the small-capitalization segment of the European dividend-paying market. 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!