Investment Test Drive

CRIIX CRM International Opportunity Instl

7 lower fee alternatives found

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Fund CRIIX CRM International Opportunity Instl TLTD FlexShares Mstar DevMks exUS FctTilt ETF EAISX Parametric International Equity Investor  
Similarity
?
100% 85% 88%
Annual Fees
?
$133.09
(1.26% Exp. Ratio)
$41.19
(0.39% Exp. Ratio)
$79.22
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$35,298.67 $45,925.39 $41,198.38
Est. savings over 30 yrs +$10,626.72 +$5,899.71
Return
As of 11/30/16
1 YR RETURN -4.06%
3 YR -1.18%
5 YR 3.83%
10 YR --
1 YR RETURN 0.68%
3 YR -1.04%
5 YR --
10 YR --
1 YR RETURN -1.95%
3 YR -0.52%
5 YR 5.44%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund, under normal circumstances, invests at least 80% of its assets in equity and equity related securities of foreign companies. It normally invests in the securities of companies that are tied economically to at least 10 countries, other than the U.S. The fund may invest in companies located in developed and emerging markets.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar® 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.
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of equity securities (the "80% Policy"). It invests primarily in companies domiciled in and tied economically to one or more countries represented in the MSCI Europe, Australasia, Far East Index ("MSCI EAFE Index") and may include securities trading in the form of depositary receipts.

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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.

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.

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