Investment Test Drive

HLMSX Harding Loevner Intl Small Coms Inv

3 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 HLMSX Harding Loevner Intl Small Coms Inv RIPNX Royce International Premier Investment PRIDX T. Rowe Price International Discovery  
Similarity
?
100% 91% 90%
Annual Fees
?
$158.22
(1.50% Exp. Ratio)
$125.52
(1.19% Exp. Ratio)
$126.57
(1.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.48% annual return
$31,464.44 $34,574.83 $34,470.01
Est. savings over 30 yrs +$3,110.39 +$3,005.57
Return
As of 10/31/16
1 YR RETURN 3.92%
3 YR 1.51%
5 YR 7.89%
10 YR --
1 YR RETURN 5.04%
3 YR 4.30%
5 YR 8.20%
10 YR --
1 YR RETURN 5.40%
3 YR 5.49%
5 YR 10.94%
10 YR 6.05%
Description
The investment seeks long-term capital appreciation. The fund invests in small companies based outside the U.S., including companies in emerging and frontier as well as in developed markets. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks, preferred stocks, rights and warrants issued by small companies that are based outside the United States, securities convertible into such securities (including Depositary Receipts), and investment companies that invest in the types of securities in which the Portfolio would normally invest. The fund normally holds investments across at least 12 countries.
The investment seeks long-term growth of capital. Normally, the fund invests at least 80% of its net assets in equity securities of such premier companies. At least 65% of these securities will be issued by companies with stock market capitalizations up to $3 billion at the time of investment. Under normal market circumstances, at least 65% of the fund's net assets will be invested in equity securities of international companies headquartered in at least three different countries.
The investment seeks long-term growth of capital through investments primarily in the common stocks of rapidly growing, small- to medium-sized companies outside the U.S. The managers expect to invest substantially all of its assets outside the U.S. and to diversify broadly among developed and emerging countries throughout the world. Normally, at least 80% of the fund's net assets (including any borrowings for investment purposes) will be invested in stocks.

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!