Investment Test Drive

KCIVX Knights of Columbus Intl Eq Inv

2 lower fee alternatives found

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Fund KCIVX Knights of Columbus Intl Eq Inv VIDI Vident International Equity GISOX Grandeur Peak Intl Stalwarts Inv  
Similarity
?
100% 89% 86%
Annual Fees
?
$163.72
(1.55% Exp. Ratio)
$71.82
(0.68% Exp. Ratio)
$142.59
(1.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$32,317.39 $42,079.06 $34,346.09
Est. savings over 30 yrs +$9,761.67 +$2,028.70
Return
As of 11/30/16
1 YR RETURN 2.44%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.88%
3 YR -2.68%
5 YR --
10 YR --
1 YR RETURN 5.28%
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The equity securities in which the fund invests are primarily common stocks, but may also include American Depositary Receipts ("ADRs"), which are traded on U.S. exchanges and represent an ownership in a foreign security.
The investment seeks to track the performance, before fees and expenses, of the Vident Core International Equity Index. The advisor attempts to invest all, or substantially all, of its assets in the common stocks that make up the underlying index. The underlying index is a rules-based, systematic strategy index comprised of equity securities of issuers in developed and emerging markets outside of the United States. The fund is non-diversified.
The investment seeks long-term growth of capital. The fund invests primarily in foreign companies. Under normal market conditions, the Adviser will invest the fund's assets primarily in equity securities of foreign companies with market capitalizations of more than $1.5 billion at the time of purchase. The fund may invest a significant amount of its total assets in securities issued by companies domiciled in emerging and frontier market countries. It is non-diversified.

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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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