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IVRCX Ivy LaSalle Global Risk-Mgd Rel Est C

3 lower fee alternatives found

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Fund IVRCX Ivy LaSalle Global Risk-Mgd Rel Est C GQRE FlexShares Glbl Quality Real Estate ETF RWO SPDR® Dow Jones Global Real Estate ETF  
Similarity
?
100% 94% 89%
Annual Fees
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$248.22
(2.35% Exp. Ratio)
$47.53
(0.45% Exp. Ratio)
$52.81
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$25,318.64 $45,134.74 $44,459.59
Est. savings over 30 yrs +$19,816.10 +$19,140.94
Return
As of 11/30/16
1 YR RETURN 0.56%
3 YR 6.20%
5 YR --
10 YR --
1 YR RETURN 1.41%
3 YR 6.93%
5 YR --
10 YR --
1 YR RETURN 0.96%
3 YR 6.35%
5 YR 9.43%
10 YR --
Description
The investment seeks to provide total return through long-term capital appreciation and current income. The fund is a non-diversified fund that invests, under normal circumstances, at least 80% of its net assets in securities of companies in the real estate or real estate-related industries. It may make substantial investments in non-U.S. dollar denominated securities and may invest up to 100% of its total assets in foreign securities. Under normal circumstances, the fund invests at least 40% (or, if the portfolio managers deem it warranted by market conditions, at least 30%) of its total assets in securities of non-U.S. issuers. 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 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.

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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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