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IDVCX Copeland Intl Risk Mgd Div Gr C

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Fund IDVCX Copeland Intl Risk Mgd Div Gr C EFG iShares MSCI EAFE Growth FIGRX Fidelity® International Discovery  
Similarity
?
100% 85% 89%
Annual Fees
?
$250.16
(2.37% Exp. Ratio)
$42.22
(0.40% Exp. Ratio)
$104.50
(0.99% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$24,626.70 $44,842.29 $37,521.43
Est. savings over 30 yrs +$20,215.58 +$12,894.73
Return
As of 11/30/16
1 YR RETURN -9.73%
3 YR -4.11%
5 YR --
10 YR --
1 YR RETURN -6.14%
3 YR -1.65%
5 YR 5.63%
10 YR 1.50%
1 YR RETURN -7.29%
3 YR -1.82%
5 YR 6.57%
10 YR 1.69%
Description
The investment seeks long-term capital appreciation and income while preserving capital in declining markets. The fund seeks to achieve its investment objectives of producing long-term capital appreciation and income while preserving capital in declining markets by purchasing equities of companies with a proven track record of dividend growth within sectors forecasted to appreciate by the adviser's quantitative model. It invests at least 80% of its net assets (including borrowings for investment purposes) in securities that have increased their dividend for a minimum of three consecutive years.
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.
The investment seeks long-term growth of capital. The fund invests primarily in non-U.S. securities. It invests in common stocks. The fund allocates its investments across different countries and regions. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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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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