Investment Test Drive

OGRCX Oppenheimer Global Real Estate C

15 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 OGRCX Oppenheimer Global Real Estate C GQRE FlexShares Glbl Quality Real Estate ETF NGREX Northern Global Real Estate Index  
Similarity
?
100% 95% 94%
Annual Fees
?
$237.66
(2.25% 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
$26,101.47 $45,123.21 $44,448.23
Est. savings over 30 yrs +$19,021.73 +$18,346.75
Return
As of 11/30/16
1 YR RETURN -3.87%
3 YR 3.21%
5 YR --
10 YR --
1 YR RETURN 1.41%
3 YR 6.93%
5 YR --
10 YR --
1 YR RETURN 2.40%
3 YR 4.43%
5 YR 8.37%
10 YR 0.87%
Description
The investment seeks total return. The fund invests at least 80% of its net assets (including borrowings for investment purposes) in common stocks and other equity securities of real estate companies. It invests in a number of different countries throughout the world, including the U.S. Under normal market conditions, the fund will invest a significant portion of its assets (generally 40% or more) in equity securities of real estate companies domiciled outside of the U.S. or having a majority of their assets or real estate activities outside of the U.S.
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 approximating the overall performance of the securities included in the FTSE® EPRA®/NAREIT® Global Index. The fund will invest substantially all (and at least 80%) of its net assets in equity securities included in the FTSE EPRA/NAREIT Global Index, in weightings that approximate the relative composition of the securities contained in the FTSE EPRA/NAREIT Global Index. Companies included in the FTSE EPRA/NAREIT Global Index are engaged principally in real estate activities, including ownership, trading and development of income-producing real estate, and include REITs.

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!