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WHVAX Shelton International Select Equity A

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Fund WHVAX Shelton International Select Equity A DNL WisdomTree Global ex-US Qual Div Gr ETF JOHIX JOHCM International Select I  
100% 87% 87%
Annual Fees
(1.24% Exp. Ratio)
(0.58% Exp. Ratio)
(1.04% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$34,870.91 $42,583.72 $37,052.83
Est. savings over 30 yrs +$7,712.81 +$2,181.92
As of 12/31/16
1 YR RETURN 4.19%
3 YR -8.87%
5 YR -0.67%
10 YR --
1 YR RETURN 5.12%
3 YR -0.80%
5 YR 2.50%
10 YR 0.43%
1 YR RETURN 5.20%
3 YR 2.07%
5 YR 11.16%
10 YR --
The investment seeks to achieve long-term capital appreciation. The fund primarily invests in a combination of equity securities of foreign (i.e., non-U.S.) companies with a suitable potential for earnings growth. It has a policy to invest, under normal conditions, at least 80% of its net assets (plus borrowings for investment purposes) at the time of initial purchase, in equity or equity-related securities. The fund's investments in equity and equity-related securities include common and preferred stock, ADRs, GDRs, exchange-traded funds, convertible preferred stock, warrants and rights.
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.
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.


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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