Investment Test Drive

SIETX SunAmerica International Div Strat C

7 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 SIETX SunAmerica International Div Strat C FNDF Schwab Fundamental Intl Lg Co ETF SFNNX Schwab Fdmtl Intl Lg Co Idx  
Similarity
?
100% 86% 85%
Annual Fees
?
$269.40
(2.55% Exp. Ratio)
$33.81
(0.32% Exp. Ratio)
$36.98
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$23,946.63 $47,209.56 $46,785.16
Est. savings over 30 yrs +$23,262.93 +$22,838.54
Return
As of 11/30/16
1 YR RETURN 0.59%
3 YR -9.00%
5 YR -3.38%
10 YR -5.02%
1 YR RETURN 0.69%
3 YR -1.90%
5 YR --
10 YR --
1 YR RETURN 0.79%
3 YR -1.77%
5 YR 5.62%
10 YR --
Description
The investment seeks total return (including capital appreciation and current income). The fund's principal investment strategies are value and international investing. The value oriented philosophy to which the fund partly subscribes is that of investing in securities believed to be undervalued in the market. The selection criteria are usually calculated to identify stocks of companies with solid financial strength that have attractive valuations (e.g., as measured by low price earnings ratios) and that may have been generally overlooked by the market.
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.
The investment seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell RAFI ex-U.S. Large Company Index. To pursue its goal, the fund primarily invests in stocks that are included in the Russell RAFI Developed ex-U.S. Large Company Index (the index). The index measures the performance of the large company size segment by fundamental overall company scores (scores), which are created using as the universe the companies in the Russell Developed ex-U.S. Index (the Russell 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!