Investment Test Drive

COVWX Columbia Overseas Value W

2 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 COVWX Columbia Overseas Value W IQDY FlexShares Intl Qual Div Dynamic ETF FIENX Fidelity® International Enhanced Index  
Similarity
?
100% 92% 89%
Annual Fees
?
$146.85
(1.39% Exp. Ratio)
$49.65
(0.47% Exp. Ratio)
$66.56
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$34,118.21 $45,079.34 $42,955.24
Est. savings over 30 yrs +$10,961.13 +$8,837.03
Return
As of 12/31/16
1 YR RETURN 0.68%
3 YR -0.90%
5 YR 7.05%
10 YR --
1 YR RETURN 10.77%
3 YR -0.83%
5 YR --
10 YR --
1 YR RETURN 1.89%
3 YR -0.14%
5 YR 7.81%
10 YR --
Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of total assets (including the amount of any borrowings for investment purposes) in equity securities of foreign companies that have market capitalizations of more than $1 billion at the time of purchase. It typically invests in foreign companies in at least three countries, other than the United States, at any one time and may invest in emerging markets. The fund may invest directly in foreign securities or indirectly through closed-end investment companies and depositary receipts.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust International Quality Dividend Dynamic IndexSM. The fund will invest at least 80% of its total assets in the securities of the index and in ADRs and GDRs based on the securities in the index. The index is designed to provide exposure to a high-quality, income-oriented portfolio of international equity securities issued by non-U.S.-based companies, with an emphasis on long-term capital growth and a targeted overall volatility that is greater than that of the Northern Trust International Large Cap IndexSM.
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks included in the MSCI EAFE Index, which is a market capitalization-weighted index that is designed to measure the investable equity market performance for global investors in developed markets, excluding the U.S. & Canada.

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!