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NARCX Voya Multi-Manager International Sm Cp C

4 lower fee alternatives found

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Fund NARCX Voya Multi-Manager International Sm Cp C DLS WisdomTree International SmallCp Div ETF ISCWX Voya Multi-Manager International Sm Cp W  
Similarity
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100% 92% 100%
Annual Fees
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$243.00
(2.30% Exp. Ratio)
$61.28
(0.58% Exp. Ratio)
$137.35
(1.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$25,909.09 $43,734.89 $35,166.56
Est. savings over 30 yrs +$17,825.80 +$9,257.47
Return
As of 10/31/16
1 YR RETURN -0.46%
3 YR 1.08%
5 YR 7.19%
10 YR 2.43%
1 YR RETURN 6.01%
3 YR 2.01%
5 YR 8.71%
10 YR 4.11%
1 YR RETURN 0.53%
3 YR 2.09%
5 YR 8.27%
10 YR 3.44%
Description
The investment seeks maximum long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of small market capitalization companies. It invests primarily in common stocks or securities convertible into common stocks of international issuers, but may invest from time to time in such instruments as forward currency contracts, futures contracts, rights, and depositary receipts. The fund will invest at least 65% of its net assets in companies located outside the United States, including companies located in countries with emerging securities markets.
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 maximum long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of small market capitalization companies. It invests primarily in common stocks or securities convertible into common stocks of international issuers, but may invest from time to time in such instruments as forward currency contracts, futures contracts, rights, and depositary receipts. The fund will invest at least 65% of its net assets in companies located outside the United States, including companies located in countries with emerging securities markets.

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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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