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CVISX Causeway International Small Cap Inv

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Fund CVISX Causeway International Small Cap Inv PDN PowerShares FTSE RAFI DvMkt exUS S/M ETF DLS WisdomTree International SmallCp Div ETF  
100% 86% 88%
Annual Fees
(1.59% Exp. Ratio)
(0.50% Exp. Ratio)
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$32,352.89 $45,022.39 $43,948.99
Est. savings over 30 yrs +$12,669.50 +$11,596.10
As of 9/30/16
1 YR RETURN 10.08%
3 YR --
5 YR --
10 YR --
1 YR RETURN 14.07%
3 YR 3.75%
5 YR 8.20%
10 YR --
1 YR RETURN 14.34%
3 YR 3.81%
5 YR 10.32%
10 YR 4.82%
The investment seeks long-term growth of capital. The fund invests primarily in common stocks of companies with smaller market capitalizations located in developed and emerging markets outside the U.S. The fund normally invests at least 80% of its total assets in equity securities of companies with smaller market capitalizations. Smaller market capitalization companies are companies with market capitalizations that do not exceed the highest market capitalization of a company within the fund's benchmark, the MSCI ACWI ex USA Small Cap Index (Gross) (the "Small Cap Index"), at the time of purchase.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the FTSE RAFI Developed ex U.S. Mid Small 1500 Index. The fund will invest at least 90% of its total assets in securities of small-and mid-capitalization companies that are classified as "developed" within the country classification definition of FTSE International Limited ("FTSE" or the "index provider"), excluding the United States, and that comprise the underlying index, as well as American depositary receipts ("ADRs") and global depositary receipts ("GDRs") that are based on the securities in the underlying index.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree International SmallCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is comprised of the small-capitalization segment of the dividend-paying market in the industrialized world outside the U.S. and Canada. The fund is non-diversified.

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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.

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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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