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BAJAX Brown Advisory WMC JPN Alpha Opps Adv

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund BAJAX Brown Advisory WMC JPN Alpha Opps Adv FXJP PowerShares Japan Ccy Hdgd Lw Vltl HGJP ProShares Hedged FTSE Japan  
100% 91% 87%
Annual Fees
(1.55% Exp. Ratio)
(0.25% Exp. Ratio)
(0.23% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.80% annual return
$33,945.56 $50,315.12 $50,618.65
Est. savings over 30 yrs +$16,369.56 +$16,673.09
As of 12/31/16
1 YR RETURN -11.43%
3 YR --
5 YR --
10 YR --
1 YR RETURN -0.03%
3 YR --
5 YR --
10 YR --
1 YR RETURN -2.09%
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 investment results, before fees and expenses, that track the performance of the FTSE Japan 100% Hedged to USD Index® (the "index"). Under normal circumstances, the fund will invest at least 80% of its total assets in component securities. The index is a free float-adjusted and market cap weighted index of those Japanese stocks that comprise approximately the top 90% of the market capitalization of the Japanese stock 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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