Investment Test Drive

BISDX BMO Pyrford International Stock R3

10 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 BISDX BMO Pyrford International Stock R3 IDLV PowerShares S&P Intl Dev Low Volatil ETF TLTD FlexShares Mstar DevMks exUS FctTilt ETF  
Similarity
?
100% 86% 87%
Annual Fees
?
$158.44
(1.50% Exp. Ratio)
$26.41
(0.25% Exp. Ratio)
$41.19
(0.39% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$32,812.49 $47,900.43 $45,924.09
Est. savings over 30 yrs +$15,087.94 +$13,111.59
Return
As of 11/30/16
1 YR RETURN -1.18%
3 YR -1.29%
5 YR --
10 YR --
1 YR RETURN 0.68%
3 YR 0.26%
5 YR --
10 YR --
1 YR RETURN 0.68%
3 YR -1.04%
5 YR --
10 YR --
Description
The investment seeks to provide capital appreciation. The fund invests at least 80% of its assets in equity securities of companies located in a number of countries outside the United States. It invests primarily in companies that are located in the countries included, at the time of purchase, in the MSCI EAFE Index, which includes developed countries outside of North America. Although the fund may invest in companies across all market capitalizations, it invests primarily in companies that, at the time of purchase, have a minimum market capitalization of $2 billion.
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 investment results that correspond generally to the price and yield performance, before fees and expenses, of the MorningstarĀ® Developed Markets ex-US Factor Tilt IndexSM. The fund will invest at least 80% of its total assets in the securities of the underlying index and in American ADRs and GDRs based on the securities in the underlying index. The underlying index reflects the performance of a selection of equity securities designed to provide broad exposure to the global developed equities markets, excluding the U.S., with increased exposure (or a "tilt") to small-capitalization stocks and value stocks.

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!