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IEOCX Ivy European Opportunities C

3 lower fee alternatives found

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Fund IEOCX Ivy European Opportunities C HEDJ WisdomTree Europe Hedged Equity ETF FEP First Trust Europe AlphaDEX® ETF  
100% 89% 85%
Annual Fees
(2.29% Exp. Ratio)
(0.58% Exp. Ratio)
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$26,082.65 $43,892.88 $41,070.64
Est. savings over 30 yrs +$17,810.23 +$14,987.99
As of 9/30/16
1 YR RETURN -1.50%
3 YR 0.58%
5 YR 7.22%
10 YR 0.24%
1 YR RETURN 8.62%
3 YR 6.50%
5 YR 11.13%
10 YR --
1 YR RETURN 6.90%
3 YR 1.08%
5 YR 9.60%
10 YR --
The investment seeks to provide growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets in the equity securities of European companies. It typically invests in companies located in the more developed markets of Europe and may invest up to 100% of its total assets in foreign securities. The fund may use a range of derivative instruments to hedge various market risks, including management of the fund's exposure to various foreign currencies and the U.S. dollar through the use of forward contracts.
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.
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.

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Yes, funds and ETFs charge fees

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