Investment Test Drive

CRIEX CRM All Cap Value Inst

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund CRIEX CRM All Cap Value Inst USMV iShares Edge MSCI Min Vol USA EUSA iShares MSCI USA Equal Weighted  
Similarity
?
100% 91% 90%
Annual Fees
?
$133.22
(1.26% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$36,335.74 $50,813.88 $50,813.88
Est. savings over 30 yrs +$14,478.14 +$14,478.14
Return
As of 11/30/16
1 YR RETURN 8.48%
3 YR 6.84%
5 YR 12.96%
10 YR 5.50%
1 YR RETURN 8.49%
3 YR 10.28%
5 YR 13.57%
10 YR --
1 YR RETURN 9.93%
3 YR 8.71%
5 YR 14.14%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund, under normal circumstances, invests at least 80% of its assets in equity and equity related securities of U.S. and non-U.S. companies that are publicly traded on a U.S. securities market. There are no limits on the market capitalizations of the companies in which the fund may invest.
The investment seeks the investment results of the MSCI USA Minimum Volatility (USD) Index. The fund will invest at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the USA that, in the aggregate, have lower volatility relative to the broader U.S. equity market.
The investment seeks to track the investment results of the MSCI USA Equal Weighted Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is an equally-weighted securities index that measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the United States and which represents an alternative weighting scheme to its market capitalization-weighted parent index, the MSCI USA Index.

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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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