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FWDI AdvisorShares Madrona International ETF

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Fund FWDI AdvisorShares Madrona International ETF ARTKX Artisan International Value Investor  
Similarity
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100% 85%
Annual Fees
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$132.03
(1.25% Exp. Ratio)
$127.81
(1.21% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$35,406.07 $35,838.86
Est. savings over 30 yrs +$432.79
Return
As of 11/30/16
1 YR RETURN 0.65%
3 YR -3.14%
5 YR 4.33%
10 YR --
1 YR RETURN 1.34%
3 YR 1.03%
5 YR 10.03%
10 YR 5.50%
Description
The investment seeks to provide long-term capital appreciation above the capital appreciation of its international benchmarks, such as the MSCI EAFE Index, the fund's primary benchmark, and the BNY Mellon Classic ADR Index, the fund's secondary benchmark. The Sub-Advisor seeks to achieve the fund's investment objective by selecting a portfolio primarily composed of American Depository Receipts ("ADRs") from among the largest issuers of Europe, Australasia and the Far East ("EAFE") and Canada. The fund's portfolio may also include ADRs that provide exposure to the largest issuers in markets deemed to be emerging markets.
The investment seeks maximum long-term capital growth. The focus of the investment process is on individual companies, not on selection of countries or regions. Under normal market conditions, the fund invests no less than 80% of its total assets excluding cash and cash equivalents), measured at market value at the time of purchase, in common stocks and other securities of non-U.S. companies. The fund invests primarily in developed markets but also may invest in emerging and less developed markets.

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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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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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