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WIEFX Walden International Equity

2 lower fee alternatives found

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Fund WIEFX Walden International Equity TSORX TIAA-CREF Social Choice Intl Eq Retail SNTKX Steward Intl Enhanced Index Indv  
Similarity
?
100% 97% 88%
Annual Fees
?
$121.47
(1.15% Exp. Ratio)
$83.44
(0.79% Exp. Ratio)
$105.62
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$36,497.65 $40,703.16 $38,196.23
Est. savings over 30 yrs +$4,205.51 +$1,698.58
Return
As of 11/30/16
1 YR RETURN -3.51%
3 YR --
5 YR --
10 YR --
1 YR RETURN -3.20%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.93%
3 YR -3.55%
5 YR 1.14%
10 YR -0.92%
Description
The investment seeks long-term capital growth through an actively managed portfolio of equities of international companies. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities, including ordinary shares (also known as common stocks). It invests primarily in a diversified portfolio of equity securities of high quality large and middle capitalization companies located in developed countries. The fund incorporates comprehensive environmental, social and governance (ESG) guidelines in investment selection and portfolio management.
The investment seeks a favorable long-term total return that reflects the investment performance of the overall foreign equity markets while giving special consideration to certain environmental, social and governance ("ESG") criteria. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of foreign issuers. The advisor attempts to achieve the return of the foreign equity markets, as represented by its benchmark index, the Morgan Stanley Capital International EAFE® (Europe, Australasia, Far East) Index (the "MSCI EAFE® Index"), while investing in companies whose activities are consistent with the fund's ESG criteria.
The investment seeks long term capital appreciation. The fund pursues its objective by seeking to enhance its performance over that of its primary benchmark index by 1) changing the relative weighting in the fund's portfolio of equity securities of developed market companies and of emerging market companies, and 2) utilizing computer-aided, quantitative analysis of valuation, growth, dividend yield, industry and other factors to compensate for the exclusion of certain index securities due to the fund's socially responsible investment policies. It invests at least 80% of its assets in the securities of companies included in its primary benchmark.

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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.

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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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