Investment Test Drive

LCOCX ClearBridge International Sm Cap C

3 lower fee alternatives found

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Fund LCOCX ClearBridge International Sm Cap C DLS WisdomTree International SmallCp Div ETF FDTS First Trust DevMkts exUS SC AlphaDEX®ETF  
Similarity
?
100% 91% 88%
Annual Fees
?
$233.49
(2.21% Exp. Ratio)
$61.28
(0.58% Exp. Ratio)
$84.52
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$26,620.39 $43,711.30 $40,900.74
Est. savings over 30 yrs +$17,090.92 +$14,280.35
Return
As of 11/30/16
1 YR RETURN -4.22%
3 YR -1.35%
5 YR 8.65%
10 YR --
1 YR RETURN 4.71%
3 YR 1.61%
5 YR 9.52%
10 YR 3.40%
1 YR RETURN 0.66%
3 YR -0.88%
5 YR --
10 YR --
Description
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities of small capitalization companies or other investments with similar economic characteristics. It will invest substantially all its assets outside the United States. It may focus a significant portion of its investments in one or more countries from time to time.
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.
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 NASDAQ AlphaDEX(R) Developed Markets Ex-US Small Cap Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks and/or depositary receipts that comprise the index. The index is designed to select small cap stocks from the NASDAQ Developed Markets Ex-US Index that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX(R) selection methodology. 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.

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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