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CCWIX Chautauqua International Growth Instl

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Fund CCWIX Chautauqua International Growth Instl VIGI Vanguard Intl Div Apprec Idx ETF VWIGX Vanguard International Growth Inv  
100% 86% 91%
Annual Fees
(0.95% Exp. Ratio)
(0.25% Exp. Ratio)
(0.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$37,984.26 $46,919.83 $43,912.63
Est. savings over 30 yrs +$8,935.57 +$5,928.37
As of 10/31/16
3 YR --
5 YR --
10 YR --
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.59%
3 YR 0.90%
5 YR 6.61%
10 YR 3.44%
The investment seeks to provide long‑term capital appreciation. The fund invests primarily in equity securities of both U.S. and non‑U.S. companies with medium to large market capitalizations (i.e., those with market capitalizations in excess of U.S. $5 billion at the time of purchase). It will invest at least 65% of its total assets at the time of purchase in non‑U.S. companies. The fund will normally be diversified among at least three countries in addition to the United States. It invests primarily in developed markets but may invest in emerging and less developed markets.
The investment seeks to track the performance of Nasdaq International Dividend Achievers Select Index that measures the investment return of non-U.S. companies that have a history of increasing dividends. The index focuses on high quality companies located in developed and emerging markets, excluding the U.S., that have both the ability and the commitment to grow their dividends over time. The manager attempts to replicate the target index by investing all, or substantially all, of its assets in the broadly diversified collection of securities that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to provide long-term capital appreciation. The fund invests predominantly in the stocks of companies located outside the United States and is expected to diversify its assets in countries across developed and emerging markets. In selecting stocks, the fund's advisors evaluate foreign markets around the world and choose large-, mid-, and small-capitalization companies considered to have above-average growth potential. The fund uses multiple investment advisors.

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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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