Investment Test Drive

BBHEX BBH International Equity N

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund BBHEX BBH International Equity N IDLV PowerShares S&P Intl Dev Low Volatil ETF FMIJX FMI International  
Similarity
?
100% 85% 85%
Annual Fees
?
$113.02
(1.07% Exp. Ratio)
$26.41
(0.25% Exp. Ratio)
$103.51
(0.98% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$37,392.13 $47,899.07 $38,426.22
Est. savings over 30 yrs +$10,506.94 +$1,034.08
Return
As of 11/30/16
1 YR RETURN 0.48%
3 YR -1.01%
5 YR 4.75%
10 YR 1.65%
1 YR RETURN 0.68%
3 YR 0.26%
5 YR --
10 YR --
1 YR RETURN 5.45%
3 YR 6.34%
5 YR 11.60%
10 YR --
Description
The investment seeks to provide investors with long-term maximization of total return, primarily through capital appreciation. Under normal circumstances at least 80% of the net assets of the fund, plus any borrowings for investment purposes, are invested in equity securities of companies in the developed markets of the world, excluding the United States. The fund will invest its assets in companies that are economically tied to at least twelve countries from different geographic regions throughout the world. It is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P BMI International Developed Low Volatility IndexTM. The fund invests at least 90% of its total assets in the securities of companies that comprise the underlying index. S&P Dow Jones Indices ("S&P DJI" or the "index provider") compiles, maintains and calculates the underlying index, which is designed to measure the performance of 200 of the least volatile stocks of the S&P Developed ex US and South Korea LargeMidCap Index. The fund is non-diversified.
The investment seeks long-term capital appreciation. The fund invests mainly in a limited number of large capitalization (namely, companies with more than $5 billion market capitalization at the time of initial purchase) value stocks of foreign companies (also referred to as non-U.S. companies). It normally invests at least 65% of its total assets in the equity securities of non-U.S. companies. The majority of the fund's investments will be in companies that have global operations rather than in companies whose business is limited to a particular country or geographic region. 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!