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MAICX Victory Trivalent Intl Fd-Core Eq A

3 lower fee alternatives found

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Fund MAICX Victory Trivalent Intl Fd-Core Eq A IDLV PowerShares S&P Intl Dev Low Volatil ETF ARTKX Artisan International Value Investor  
Similarity
?
100% 89% 87%
Annual Fees
?
$156.32
(1.48% Exp. Ratio)
$26.41
(0.25% Exp. Ratio)
$127.81
(1.21% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$33,010.14 $47,896.35 $35,834.79
Est. savings over 30 yrs +$14,886.21 +$2,824.65
Return
As of 11/30/16
1 YR RETURN -1.05%
3 YR -0.92%
5 YR 6.57%
10 YR --
1 YR RETURN 0.68%
3 YR 0.26%
5 YR --
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 growth of capital. The Adviser pursues long-term growth of capital in the fund by investing primarily in securities of companies in countries represented in the MSCI ACWI ex USA Index, but may also invest in companies from other countries. Under normal circumstances, at least 80% of the fund's net assets will be invested in equity securities (i.e., common stocks, depositary receipts, preferred stocks, convertible securities and rights and warrants).
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P BMI International Developed Low Volatility IndexTM. The fund invests at least 90% of its total assets in the securities of companies that comprise the underlying index. S&P Dow Jones Indices ("S&P DJI" or the "index provider") compiles, maintains and calculates the underlying index, which is designed to measure the performance of 200 of the least volatile stocks of the S&P Developed ex US and South Korea LargeMidCap Index. The fund is non-diversified.
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.

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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