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BAFJX Brown Advisory WMC JPN Alpha Opps Instl

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund BAFJX Brown Advisory WMC JPN Alpha Opps Instl FXJP PowerShares Japan Ccy Hdgd Lw Vltl QJPN SPDR® MSCI Japan StrategicFactors ETF  
100% 88% 89%
Annual Fees
(1.15% Exp. Ratio)
(0.25% Exp. Ratio)
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.80% annual return
$38,315.78 $50,288.02 $49,537.28
Est. savings over 30 yrs +$11,972.25 +$11,221.51
As of 11/30/16
1 YR RETURN -14.52%
3 YR --
5 YR --
10 YR --
1 YR RETURN -4.54%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.56%
3 YR --
5 YR --
10 YR --
The investment seeks to achieve total return. The fund invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of companies which are domiciled in or exercise the predominant part of their economic activity in Japan. It may purchase equity securities of companies of any size capitalization.
The investment seeks investment results that generally correspond to the price and yield of the S&P Japan 500 Low Volatility USD Hedged Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to measure the performance of the 100 least volatile stocks in the S&P Japan 500 Index, while also employing a currency-hedged strategy to mitigate exposure to fluctuations between the value of the U.S. dollar and the Japanese yen. The S&P Japan 500 Index includes the equity stocks of the 500 largest publicly listed companies in Japan. The fund is non-diversified.
The investment seeks to track the performance of the MSCI Japan Factor Mix A-Series Capped Index. 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 designed to measure the equity market performance of large- and mid-cap companies across the Japanese equity market. 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.


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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