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HFQCX Henderson Global Equity Income C

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Fund HFQCX Henderson Global Equity Income C BIEEX Brandes International Equity E  
Similarity
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100% 86%
Annual Fees
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$207.10
(1.96% Exp. Ratio)
$124.68
(1.18% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$28,826.19 $36,562.31
Est. savings over 30 yrs +$7,736.12
Return
As of 10/31/16
1 YR RETURN -1.70%
3 YR -0.24%
5 YR 5.56%
10 YR --
1 YR RETURN 1.73%
3 YR 0.10%
5 YR 5.88%
10 YR 1.09%
Description
The investment seeks a high level of current income and, as a secondary objective, steady growth of capital. The fund invests at least 80% of its net assets in a portfolio of income-producing equity securities, such as common and preferred dividend-paying stocks. It invests in U.S. and non-U.S. issuers and has no specific policy on the number of different countries in which the advisor will invest but intends to invest in at least three different countries. It has no limits on the geographic asset distribution of its investments, but the advisor does not expect to invest more than 25% of its assets in securities of companies based in emerging markets.
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.

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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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