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IVTCX Ivy Managed Intl Opportunities C

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Fund IVTCX Ivy Managed Intl Opportunities C GWL SPDR® S&P World ex-US ETF DBEF Deutsche X-trackers MSCI EAFE Hedged Eq  
100% 86% 85%
Annual Fees
(2.35% Exp. Ratio)
(0.34% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$25,241.10 $46,512.24 $46,372.43
Est. savings over 30 yrs +$21,271.15 +$21,131.34
As of 12/31/16
1 YR RETURN 0.32%
3 YR -1.13%
5 YR 5.06%
10 YR --
1 YR RETURN 2.89%
3 YR -1.03%
5 YR 6.26%
10 YR --
1 YR RETURN 5.75%
3 YR 5.17%
5 YR 11.59%
10 YR --
The investment seeks to provide capital growth and appreciation. The fund is a "fund-of-funds" that seeks to achieve its objective by providing investors a diversified portfolio of international stocks, as well as a modest amount of bonds, by investing primarily in Class I shares of certain Ivy Funds global/international mutual funds. By owning shares of the underlying funds, it indirectly holds primarily equity securities of international, including emerging market and, to a lesser extent, U.S. companies of any size as well as a modest amount of fixed-income securities.
The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Developed Ex-U.S.BMI Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is a market capitalization weighted index designed to define and measure the investable universe of publicly traded companies domiciled in developed countries outside the United States. The fund is non-diversified.
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.


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".

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