Investment Test Drive

GDMOX Lazard Global Dynamic Multi Asset Open

5 lower fee alternatives found

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Fund GDMOX Lazard Global Dynamic Multi Asset Open GMOM Cambria Global Momentum ETF null Eaton Vance Global Income Builder NS™  
Similarity
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100% 85% 86%
Annual Fees
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$125.10
(1.20% Exp. Ratio)
$83.40
(0.80% Exp. Ratio)
$93.82
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$24,237.64 $27,361.01 $26,545.54
Est. savings over 30 yrs +$3,123.37 +$2,307.90
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.81%
3 YR --
5 YR --
10 YR --
1 YR RETURN --
3 YR --
5 YR --
10 YR --
Description
The investment seeks total return. The Investment Manager allocates the Portfolio's assets among various U.S. and non-U.S. equity and fixed-income strategies managed by the Investment Manager in proportions consistent with the Investment Manager's evaluation of various economic and other factors designed to estimate probabilities, including volatility. Under normal market conditions, the Portfolio invests significantly in issuers organized or located outside the U.S. or doing a substantial amount of business outside the U.S., securities denominated in a foreign currency or foreign currency forward contracts.
The investment seeks to preserve and grow capital from investments in the U.S. and foreign equity, fixed income, commodity and currency markets, independent of market direction. The fund is considered a "fund of funds" that seeks to achieve its investment objective by primarily investing in other exchange-traded funds and other exchange traded products including, but not limited to, exchange-traded notes, exchange traded currency trusts, closed-end funds, and real estate investment trusts that offer diversified exposure, including inverse exposure, to global regions, countries, styles and sectors.
The fund’s investment objective is to achieve total return for its shareholders. The fund seeks to invest in common stocks, preferred stocks and other hybrid securities and fixed and floating-rate income instruments (“income instruments”) of U.S. and foreign issuers. Under normal market conditions, the fund will invest (i) at least 30% of its net assets in securities issued by issuers located outside of the United States, which may include emerging market countries; and (ii) in issuers located in at least five different countries (including the United States).

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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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