Investment Test Drive

BCIIX Brown Capital Mgmt Intl Equity Inv

5 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund BCIIX Brown Capital Mgmt Intl Equity Inv EFAV iShares Edge MSCI Min Vol EAFE DBEF Deutsche X-trackers MSCI EAFE Hedged Eq  
100% 85% 86%
Annual Fees
(1.26% Exp. Ratio)
(0.20% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$35,064.82 $48,305.23 $46,173.95
Est. savings over 30 yrs +$13,240.41 +$11,109.13
As of 9/30/16
1 YR RETURN 4.73%
3 YR 3.34%
5 YR 10.20%
10 YR 2.08%
1 YR RETURN 11.32%
3 YR 6.60%
5 YR --
10 YR --
1 YR RETURN 4.89%
3 YR 4.85%
5 YR 11.13%
10 YR --
The investment seeks long-term capital appreciation; current income is a secondary consideration in selecting portfolio investments. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in the equity securities of non-U.S. based companies. It typically invests in common stocks. The advisor seeks to build a portfolio of exceptional companies, across the capitalization range. The fund typically holds a portfolio of between 40 to 70 securities which the Advisor believes have the potential for growth.
The investment seeks the investment results of the MSCI EAFE Minimum Volatility (USD) Index composed of developed market equities that, in the aggregate, have lower volatility characteristics relative to the broader developed equity markets, excluding the U.S. and Canada. 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 measures the performance of international equity securities that in the aggregate have lower relative volatility.
The investment seeks investment results that correspond generally to the performance, before fees and expenses, of the MSCI EAFE US Dollar Hedged Index. The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is designed to track developed market performance 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.

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.


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!