Investment Test Drive

RPICX T. Rowe Price Inst Intl Concntr Eq

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund RPICX T. Rowe Price Inst Intl Concntr Eq DBEF Deutsche X-trackers MSCI EAFE Hedged Eq  
Similarity
?
100% 90%
Annual Fees
?
$79.21
(0.75% Exp. Ratio)
$36.97
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$41,102.53 $46,373.75
Est. savings over 30 yrs +$5,271.22
Return
As of 12/31/16
1 YR RETURN 4.84%
3 YR 0.25%
5 YR 8.91%
10 YR --
1 YR RETURN 5.75%
3 YR 5.17%
5 YR 11.59%
10 YR --
Description
The investment seeks long-term growth of capital through investments in stocks of non-U.S. companies. The managers expect to primarily invest in stocks of companies located outside the U.S. Under normal conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks of non-U.S. companies and no more than 15% of its net assets will be invested in stocks of companies in emerging markets. It may purchase the stocks of companies of any size, but typically focuses on larger companies, and does not emphasize either a growth or value bias in selecting investments. 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.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!