Investment Test Drive

WBIIX William Blair Instl International Gr

1 lower fee alternative found

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Fund WBIIX William Blair Instl International Gr VWIGX Vanguard International Growth Inv  
Similarity
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100% 90%
Annual Fees
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$101.33
(0.96% Exp. Ratio)
$49.61
(0.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$37,869.39 $43,912.63
Est. savings over 30 yrs +$6,043.24
Return
As of 10/31/16
1 YR RETURN -2.30%
3 YR 0.11%
5 YR 6.32%
10 YR 2.63%
1 YR RETURN 3.59%
3 YR 0.90%
5 YR 6.61%
10 YR 3.44%
Description
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its total assets in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), issued by companies of all sizes domiciled outside the U.S, that the advisor believes have above-average growth, profitability and quality characteristics. Its investments are normally allocated among at least six different countries and no more than 50% of the fund's equity holdings may be invested in securities of issuers in one country at any given time.
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.

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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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