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EGLRX Alpine Int Real Estate Equity Instl

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Fund EGLRX Alpine Int Real Estate Equity Instl VGRLX Vanguard Glbl ex-US Rel Est Idx Admiral VNQI Vanguard Global ex-US Real Estate ETF  
Similarity
?
100% 87% 87%
Annual Fees
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$145.77
(1.38% Exp. Ratio)
$19.01
(0.18% Exp. Ratio)
$19.01
(0.18% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$34,064.10 $48,963.67 $48,963.67
Est. savings over 30 yrs +$14,899.57 +$14,899.57
Return
As of 11/30/16
1 YR RETURN -7.88%
3 YR -5.05%
5 YR 1.28%
10 YR -4.88%
1 YR RETURN 2.08%
3 YR 0.77%
5 YR 7.80%
10 YR --
1 YR RETURN 2.11%
3 YR 0.76%
5 YR 7.78%
10 YR --
Description
The investment seeks long-term capital growth; current income is a secondary objective. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of non-U.S. issuers located in at least three countries (excluding the United States) which are (i) principally engaged in the real estate industry, (ii) are principally engaged in real estate financing or (iii) control real estate assets with an aggregate estimated value equal to no less than 50% of such issuer's assets.
The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the S&P Global ex-U.S. Property Index, a float-adjusted, market-capitalization-weighted index that measures the equity market performance of international real estate stocks in both developed and emerging markets. The index is composed of stocks of publicly traded equity real estate investment trusts (known as REITs) and certain real estate management and development companies (REMDs). It is non-diversified.
The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the S&P Global ex-U.S. Property Index, a float-adjusted, market-capitalization-weighted index that measures the equity market performance of international real estate stocks in both developed and emerging markets. The index is composed of stocks of publicly traded equity real estate investment trusts (known as REITs) and certain real estate management and development companies (REMDs). It 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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