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HDVYX Hartford International Equity Y

1 lower fee alternative found

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Fund HDVYX Hartford International Equity Y DBEF Deutsche X-trackers MSCI EAFE Hedged Eq  
Similarity
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100% 90%
Annual Fees
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$84.49
(0.80% Exp. Ratio)
$36.97
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$40,484.70 $46,372.43
Est. savings over 30 yrs +$5,887.73
Return
As of 12/31/16
1 YR RETURN 4.42%
3 YR -0.45%
5 YR 6.87%
10 YR --
1 YR RETURN 5.75%
3 YR 5.17%
5 YR 11.59%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in foreign equity securities. It invests at least 80% of its net assets in equity securities or equity-related securities, including derivative investments that provide exposure to equity securities. The fund seeks to outperform the MSCI All Country World ex USA Index. It diversifies its investments among a broad range of companies in a number of different countries throughout the world, with no limit on the amount of assets that may be invested in each country.
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.

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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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