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NIQVX Neuberger Berman International Eq Inv

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Fund NIQVX Neuberger Berman International Eq Inv EFAV iShares Edge MSCI Min Vol EAFE MDITX MFS Intl Diversification R4  
100% 87% 90%
Annual Fees
(1.25% Exp. Ratio)
(0.20% Exp. Ratio)
(0.93% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$35,192.50 $48,334.06 $38,779.47
Est. savings over 30 yrs +$13,141.56 +$3,586.97
As of 9/30/16
1 YR RETURN 8.02%
3 YR 2.17%
5 YR 8.04%
10 YR 2.59%
1 YR RETURN 11.32%
3 YR 6.60%
5 YR --
10 YR --
1 YR RETURN 11.49%
3 YR 2.40%
5 YR 8.48%
10 YR 4.08%
The investment seeks long-term growth of capital by investing primarily in common stocks of foreign companies. The fund invests mainly in common stocks of foreign companies of any size, including companies in developed and emerging markets. It defines a foreign company as one that is organized outside of the United States and conducts the majority of its business abroad. The fund seeks to reduce risk by diversifying among many industries. Although the fund has the flexibility to invest a significant portion of its assets in one country or region, the advisor generally intends to remain well-diversified across countries and geographical regions.
The investment seeks the investment results of the MSCI EAFE Minimum Volatility (USD) Index composed of developed market equities that, in the aggregate, have lower volatility characteristics relative to the broader developed equity markets, excluding the U.S. and Canada. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the performance of international equity securities that in the aggregate have lower relative volatility.
The investment seeks capital appreciation. The fund is designed to provide diversification within the international asset class by investing the majority of its assets in other mutual funds advised by the adviser, referred to as underlying funds. The adviser seeks to diversify the fund's investments in terms of market capitalization (by including large, mid, and/or small cap underlying funds), by style (by including both growth and value underlying funds), and by geographic region (by including developed and emerging market underlying funds).

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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".

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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