Investment Test Drive

FIRTX Fidelity Advisor® Intl Real Estate T

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund FIRTX Fidelity Advisor® Intl Real Estate T GQRE FlexShares Glbl Quality Real Estate ETF FIREX Fidelity® Intl Real Estate  
Similarity
?
100% 87% 100%
Annual Fees
?
$175.34
(1.66% Exp. Ratio)
$47.53
(0.45% Exp. Ratio)
$119.36
(1.13% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$31,273.69 $45,134.74 $36,745.91
Est. savings over 30 yrs +$13,861.05 +$5,472.22
Return
As of 11/30/16
1 YR RETURN -1.51%
3 YR 1.03%
5 YR 9.63%
10 YR -0.50%
1 YR RETURN 1.41%
3 YR 6.93%
5 YR --
10 YR --
1 YR RETURN -1.07%
3 YR 1.55%
5 YR 10.19%
10 YR 0.03%
Description
The investment seeks capital appreciation. The fund normally invests primarily in non-U.S. securities. It invests primarily in common stocks. The fund invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. It allocates investments across different countries and regions. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. It is non-diversified.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust Global Quality Real Estate IndexSM. The fund normally will invest at least 80% of its total assets in the securities of the underlying index and in ADRs and GDRs based on the securities in the underlying index. The index is designed to measure the performance of companies that exhibit certain quality, valuation and momentum characteristics within a universe of publicly-traded equity securities of U.S. and non-U.S. real estate investment trusts and real estate companies. The fund is non-diversified.
The investment seeks capital appreciation. The fund normally invests primarily in non-U.S. securities. It invests primarily in common stocks. The fund invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. It allocates investments across different countries and regions. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. It is non-diversified.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!