Investment Test Drive

SBIAX Sterling Capital Behavioral Intl Eq A

15 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 SBIAX Sterling Capital Behavioral Intl Eq A IVLU iShares Edge MSCI Intl Value Factor FNDF Schwab Fundamental Intl Lg Co ETF  
Similarity
?
100% 91% 93%
Annual Fees
?
$105.62
(1.00% Exp. Ratio)
$31.68
(0.30% Exp. Ratio)
$33.80
(0.32% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$38,106.29 $47,075.57 $46,793.09
Est. savings over 30 yrs +$8,969.28 +$8,686.80
Return
As of 11/30/16
1 YR RETURN -2.00%
3 YR --
5 YR --
10 YR --
1 YR RETURN -1.44%
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.69%
3 YR -1.90%
5 YR --
10 YR --
Description
The investment seeks maximum long-term total return, by investing primarily in international developed market equity securities. The fund will invest, under normal circumstances, at least 80% of its net assets plus borrowings for investment purposes in equity securities of foreign (non-U.S.) companies. Normally, it primarily invests in "developed market" equity securities, which encompasses markets included in the MSCI EAFE® Index and other markets with similar characteristics. The fund also may invest in securities of real estate investment trusts and exchange-traded funds. It may invest in securities of issuers of any capitalization range.
The investment seeks to track the investment results of the MSCI World ex USA Enhanced Value Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in the underlying index. The index is based on a traditional market capitalization-weighted parent index, the MSCI World ex USA Index. The fund is non-diversified.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Russell RAFI Developed ex-U.S. Large Company Index. The fund will invest at least 90% of its net assets in stocks included in the index, including depositary receipts representing securities of the index; which may be in the form of American Depositary receipts, Global Depositary receipts and European Depositary receipts. The index measures the performance of the large company size segment by fundamental overall company scores, which are created using as the universe the companies included in the Russell Developed ex-U.S. Index.

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!