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MLIMX BNY Mellon Intl Eq Income M

2 lower fee alternatives found

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Fund MLIMX BNY Mellon Intl Eq Income M IQDY FlexShares Intl Qual Div Dynamic ETF FGD First Trust Dow Jones Global Sel Div ETF  
Similarity
?
100% 96% 87%
Annual Fees
?
$113.01
(1.07% Exp. Ratio)
$49.64
(0.47% Exp. Ratio)
$61.26
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$37,296.67 $44,714.66 $43,255.62
Est. savings over 30 yrs +$7,417.99 +$5,958.95
Return
As of 11/30/16
1 YR RETURN 2.55%
3 YR -3.00%
5 YR --
10 YR --
1 YR RETURN 3.53%
3 YR -1.79%
5 YR --
10 YR --
1 YR RETURN 6.40%
3 YR -0.43%
5 YR 5.46%
10 YR --
Description
The investment seeks total return. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It focuses on dividend-paying stocks of foreign companies, including those in emerging market countries. The fund normally invests substantially all of its assets in the equity securities of issuers located outside the United States and diversifies broadly among developed and emerging market countries. It may invest in the stocks of companies of any market capitalization.
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 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.

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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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