Investment Test Drive

VIWAX Virtus International Wealth Masters A

13 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund VIWAX Virtus International Wealth Masters A IHDG WisdomTree Intl Hdgd Qual Div Gr ETF JOHIX JOHCM International Select I  
Similarity
?
100% 89% 88%
Annual Fees
?
$163.60
(1.55% Exp. Ratio)
$61.22
(0.58% Exp. Ratio)
$109.77
(1.04% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$31,646.80 $42,468.90 $36,952.93
Est. savings over 30 yrs +$10,822.09 +$5,306.12
Return
As of 11/30/16
1 YR RETURN -2.99%
3 YR --
5 YR --
10 YR --
1 YR RETURN -2.60%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.73%
3 YR 2.91%
5 YR 9.65%
10 YR --
Description
The investment seeks capital appreciation. The fund seeks to track the performance of the Horizon Kinetics International Wealth Index (Ticker: INWTR), a public index maintained by Horizon Kinetics LLC, the parent company of the fund's subadviser, and published by International Securities Exchange, LLC. The index is composed of non-U.S., exchange-listed companies managed by executives who have accumulated a substantial amount of their personal wealth through the companies that they manage.
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.
The investment seeks long-term capital appreciation. The fund invests, under normal market conditions, primarily in equity securities of companies headquartered outside the United States, including those in emerging market countries. The fund may invest in foreign companies of any size, including small and mid-capitalization companies, in order to achieve its objective. Equity securities include common and preferred stocks, rights and warrants.

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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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