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BIECX Brandes International Equity C

2 lower fee alternatives found

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Fund BIECX Brandes International Equity C FGD First Trust Dow Jones Global Sel Div ETF QFVOX Pear Tree Polaris Foreign Value Ord  
Similarity
?
100% 85% 89%
Annual Fees
?
$203.84
(1.93% Exp. Ratio)
$61.26
(0.58% Exp. Ratio)
$161.59
(1.53% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$28,712.79 $43,271.60 $32,442.05
Est. savings over 30 yrs +$14,558.81 +$3,729.26
Return
As of 11/30/16
1 YR RETURN 0.30%
3 YR -1.41%
5 YR 5.30%
10 YR -0.14%
1 YR RETURN 6.40%
3 YR -0.43%
5 YR 5.46%
10 YR --
1 YR RETURN 0.31%
3 YR -0.97%
5 YR 8.37%
10 YR 1.92%
Description
The investment seeks long-term capital appreciation. The fund invests principally in equity securities of foreign companies. These companies generally have market capitalizations (market value of publicly traded securities) greater than $5 billion. A foreign company is determined to be "foreign" on the basis of its domicile, its principal place of business, its primary stock exchange listing, and/or the source of its revenues. Under normal market conditions, the fund invests at least 80% of its net assets measured at the time of purchase in equity securities of issuers located in at least three countries outside of the United States.
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Dow Jones Global Select Dividend Index(SM). The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks or in depositary receipts representing securities in the index. The index is an indicated annual dividend yield weighted index of 100 stocks selected from the developed-market portion of the Dow Jones World IndexSM.
The investment seeks long-term growth of capital and income. Under normal market conditions, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities, warrants, and rights derivative of or convertible into common stocks, in each case issued by foreign markets issuers. It defines a foreign markets issuer to be an issuer that derives at least 50 percent of its gross revenues or profits from goods or services produced in non-U.S. markets or from sales made in non-U.S. markets. The fund generally will be invested in issuers in ten or more foreign countries. It is non-diversified.

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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.

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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

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