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IMSSX American Indep Multi-Manager Intl I

11 lower fee alternatives found

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Fund IMSSX American Indep Multi-Manager Intl I SCHF Schwab International Equity ETF™ VTMGX Vanguard Developed Markets Idx Admiral  
Similarity
?
100% 86% 87%
Annual Fees
?
$100.34
(0.95% Exp. Ratio)
$7.39
(0.07% Exp. Ratio)
$9.51
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$38,778.12 $50,562.55 $50,259.84
Est. savings over 30 yrs +$11,784.43 +$11,481.72
Return
As of 11/30/16
1 YR RETURN -2.59%
3 YR -1.99%
5 YR 4.72%
10 YR 0.60%
1 YR RETURN -1.97%
3 YR -1.98%
5 YR 5.25%
10 YR --
1 YR RETURN -1.84%
3 YR -1.48%
5 YR 5.88%
10 YR 1.07%
Description
The investment seeks to provide investors with long-term capital appreciation. The fund will primarily invest in the equity securities of companies located outside the U.S., including emerging markets. At least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested in ''foreign securities'', which means those securities issued by companies: (1) whose principal securities trading markets are outside the U.S.; (2) that are linked to non-U.S. dollar currencies; or (3) that are organized under the laws of, or with a principal office in, a country other than the U.S.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the FTSE Developed ex US Index. The fund will invest at least 90% of its net assets in stocks, including depositary receipts representing securities of the index; such depository receipts may be in the form of American Depositary receipts, Global Depositary receipts and European Depositary receipts. The index is comprised of large and mid capitalization companies in developed countries outside the United States, as defined by the index provider. The index defines the large and mid capitalization universe as approximately the top 90% of the eligible universe.
The investment seeks to track the performance of the FTSE Developed All Cap ex US Index. The fund employs an indexing investment approach designed to track the performance of the FTSE Developed All Cap ex US Index, a market-capitalization-weighted index that is made up of approximately 3,700 common stocks of large-, mid-, and small-cap companies located in Canada and the major markets of Europe and the Pacific region. The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the 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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