Investment Test Drive

EFIIX Eaton Vance Focused International Opps I

13 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund EFIIX Eaton Vance Focused International Opps I IMTM iShares Edge MSCI Intl Momentum Factor EFG iShares MSCI EAFE Growth  
Similarity
?
100% 87% 90%
Annual Fees
?
$105.57
(1.00% Exp. Ratio)
$31.67
(0.30% Exp. Ratio)
$42.23
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.57% annual return
$37,581.60 $46,427.38 $45,050.50
Est. savings over 30 yrs +$8,845.78 +$7,468.90
Return
As of 12/31/16
1 YR RETURN -4.80%
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.60%
3 YR --
5 YR --
10 YR --
1 YR RETURN -3.34%
3 YR -1.48%
5 YR 6.36%
10 YR 1.44%
Description
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of foreign companies. The portfolio managers generally consider foreign companies to be companies domiciled in and tied economically to one or more countries represented in the MSCI EAFE Index, and may include stocks of companies trading in the form of depositary receipts. The manager intends to invest in not less than five different countries (primarily developed-marked countries but may include emerging market countries) and more than 25% of the fund's total assets may be denominated in any single currency.
The investment seeks to track the investment results of the MSCI World ex USA Momentum Index that measures the performance of international developed large- and mid-capitalization stocks exhibiting relatively higher momentum characteristics. The fund will invest at least 90% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI World ex USA Index. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI EAFE Growth Index composed of developed market equities, excluding the U.S. and Canada, that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The index is a subset of the MSCI EAFE Index. Constituents of the underlying index include securities of companies located in Europe, Australasia and the Far East.

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!