Investment Test Drive

AIRPX AR Capital Global Real Estate Income Adv

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund AIRPX AR Capital Global Real Estate Income Adv RWO SPDR® Dow Jones Global Real Estate ETF NMMGX Northern Multi-Manager Glbl Real Estate  
100% 86% 85%
Annual Fees
(1.27% Exp. Ratio)
(0.50% Exp. Ratio)
(0.93% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$35,195.58 $44,433.08 $39,019.25
Est. savings over 30 yrs +$9,237.50 +$3,823.67
As of 9/30/16
1 YR RETURN 11.22%
3 YR --
5 YR --
10 YR --
1 YR RETURN 13.80%
3 YR 9.01%
5 YR 12.61%
10 YR --
1 YR RETURN 12.86%
3 YR 6.69%
5 YR 11.14%
10 YR --
The investment seeks to provide current income with the potential for capital appreciation. The fund invests substantially all (and under normal market conditions, at least 80%) of its net assets (plus any borrowings for investment purposes) in income producing real estate securities. It invests in both equity and debt securities, and invests to a substantial degree in securities issued by REITs. The fund may invest up to 15% of its net assets in illiquid securities. It is non-diversified.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Dow Jones Global Select Real Estate Securities Indexsm based upon the global real estate market. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is a float-adjusted market capitalization index designed to measure the performance of publicly traded global real estate securities. The fund is non-diversified.
The investment seeks to provide long-term capital appreciation and current income. The fund will invest at least 80% of its net assets in equity securities of real estate companies and real estate related companies. It will invest in equity-related securities of real estate companies on a global basis. The advisor anticipates that it will invest greater than 25% of its assets in equity-related securities of real estate companies in the U.S. The fund does not invest directly in real estate.

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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.


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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