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RTNSX Russell Tax-Managed International Eq S

4 lower fee alternatives found

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Fund RTNSX Russell Tax-Managed International Eq S DBAW Deutsche X-trackers MSCI AlWd exUS HgdEq DODFX Dodge & Cox International Stock  
Similarity
?
100% 88% 85%
Annual Fees
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$116.18
(1.10% Exp. Ratio)
$42.25
(0.40% Exp. Ratio)
$67.59
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$36,969.36 $45,680.76 $42,491.36
Est. savings over 30 yrs +$8,711.40 +$5,522.00
Return
As of 12/31/16
1 YR RETURN 5.68%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.44%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.26%
3 YR -1.34%
5 YR 7.98%
10 YR 2.11%
Description
The investment seeks long-term capital growth on an after-tax basis. The fund has a non-fundamental policy to invest, under normal circumstances, at least 80% of the value of its net assets for investment purposes in equity securities. It invests principally in equity securities, including common stocks and preferred stocks, issued by companies economically tied to non-U.S. countries, including emerging market countries, and in depositary receipts. The fund will invest at least 40%, and may invest up to 100%, of its assets in equity securities economically tied to non-U.S. countries. It may also invest in equity securities of U.S. companies.
The investment seeks investment results that correspond generally to the performance, of the MSCI ACWI ex USA US Dollar Hedged Index. The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, of the underlying index, which is designed to track the performance of equity securities in developed and emerging stock markets while mitigating exposure to fluctuations between the value of the USD 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. The fund is non-diversified.
The investment seeks long-term growth of principal and income. Under normal circumstances, the fund will invest at least 80% of its total assets in equity securities of non-U.S. companies, including common stocks, depositary receipts evidencing ownership of common stocks, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks. The fund typically invests in medium-to-large well-established companies based on standards of the applicable market.

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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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