Investment Test Drive

LUISX Martin Currie International Uncons Eq IS

4 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 LUISX Martin Currie International Uncons Eq IS VWIGX Vanguard International Growth Inv IHDG WisdomTree Intl Hdgd Qual Div Gr ETF  
Similarity
?
100% 89% 88%
Annual Fees
?
$96.05
(0.91% 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
$38,441.69 $43,906.39 $42,473.73
Est. savings over 30 yrs +$5,464.70 +$4,032.04
Return
As of 11/30/16
1 YR RETURN -5.60%
3 YR --
5 YR --
10 YR --
1 YR RETURN -1.05%
3 YR -0.91%
5 YR 6.38%
10 YR 2.71%
1 YR RETURN -2.60%
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund pursues its objective by investing at least 80% of its net assets plus borrowings for investment purposes, if any, in equity and equity related securities of foreign companies and other investments with similar economic characteristics. (The fund does not currently intend to borrow for investment purposes.) The fund is non-diversified.
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 International Hedged Quality Dividend Growth Index. The fund will invest at least 80% of its total assets 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. It is non-diversified.

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!