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NOIGX Northern International Equity

4 lower fee alternatives found

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Fund NOIGX Northern International Equity IXUS iShares Core MSCI Total Intl Stk TLTD FlexShares Mstar DevMks exUS FctTilt ETF  
Similarity
?
100% 91% 85%
Annual Fees
?
$114.07
(1.08% Exp. Ratio)
$11.62
(0.11% Exp. Ratio)
$41.19
(0.39% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$37,276.79 $49,954.63 $45,920.17
Est. savings over 30 yrs +$12,677.83 +$8,643.38
Return
As of 11/30/16
1 YR RETURN -0.67%
3 YR -2.95%
5 YR 5.15%
10 YR 1.27%
1 YR RETURN 0.48%
3 YR -1.88%
5 YR --
10 YR --
1 YR RETURN 0.68%
3 YR -1.04%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation; any income received is incidental to this objective. The fund will invest at least 80% of its net assets in equity securities. The advisor intends to invest in the securities of companies located in a number of countries throughout the world. These companies generally have market capitalizations in excess of $1 billion. It primarily invests in mature markets (such as Germany, Japan and the United Kingdom); the fund may also invest to a lesser extent in emerging markets (such as Brazil and China). It may emphasize particular companies or market segments in attempting to achieve its investment objective.
The investment seeks to track the investment results of the MSCI ACWI ex USA IMI composed of large-, mid- and small-capitalization non-U.S. equities. 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 is a free float-adjusted market capitalization index designed to measure the combined equity market performance of developed and emerging markets countries, excluding the United States.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar® Developed Markets ex-US Factor Tilt IndexSM. The fund will invest at least 80% of its total assets in the securities of the underlying index and in American ADRs and GDRs based on the securities in the underlying index. The underlying index reflects the performance of a selection of equity securities designed to provide broad exposure to the global developed equities markets, excluding the U.S., with increased exposure (or a "tilt") to small-capitalization stocks and value stocks.

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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

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