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GNFRX Geneva Advisors International Gr R

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Fund GNFRX Geneva Advisors International Gr R VWIGX Vanguard International Growth Inv DNL WisdomTree Global ex-US Qual Div Gr ETF  
Similarity
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100% 92% 90%
Annual Fees
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$154.11
(1.46% Exp. Ratio)
$49.61
(0.47% Exp. Ratio)
$61.22
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$32,544.82 $43,926.36 $42,493.05
Est. savings over 30 yrs +$11,381.54 +$9,948.23
Return
As of 11/30/16
1 YR RETURN -4.10%
3 YR -4.36%
5 YR --
10 YR --
1 YR RETURN -1.05%
3 YR -0.91%
5 YR 6.38%
10 YR 2.71%
1 YR RETURN 1.86%
3 YR -1.18%
5 YR 1.82%
10 YR 0.70%
Description
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. and foreign issuers without regard to market capitalizations. It typically invests in securities of issuers from at least three or more non-U.S. countries, with at least 40% of the fund's net assets invested in securities of foreign issuers.
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.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Global ex-U.S. Quality Dividend Growth Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in the component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that consists of dividend-paying global ex-U.S. common stocks with growth characteristics. The fund is non-diversified.

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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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