Investment Test Drive

ADAVX Alpine Dynamic Dividend A

11 lower fee alternatives found

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Fund ADAVX Alpine Dynamic Dividend A ACWV iShares Edge MSCI Min Vol Global URTH iShares MSCI World  
Similarity
?
100% 87% 89%
Annual Fees
?
$157.20
(1.49% Exp. Ratio)
$21.10
(0.20% Exp. Ratio)
$25.32
(0.24% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$31,784.69 $46,959.63 $46,398.25
Est. savings over 30 yrs +$15,174.94 +$14,613.56
Return
As of 10/31/16
1 YR RETURN -0.06%
3 YR 3.65%
5 YR 6.26%
10 YR -0.39%
1 YR RETURN 6.78%
3 YR 7.21%
5 YR 9.94%
10 YR --
1 YR RETURN 1.44%
3 YR 3.99%
5 YR --
10 YR --
Description
The investment seeks high current dividend income that qualifies for the reduced U.S. federal income tax rates created by the "Jobs and Growth Tax Relief Reconciliation Act of 2003," while also focusing on total return for long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of certain domestic and foreign corporations that pay dividend income that the advisor believes are undervalued relative to the market and to the securities' historic valuations. This includes companies that have announced a special dividend or announced that they will pay dividends within six months.
The investment seeks to track the investment results of the MSCI ACWI Minimum Volatility (USD) Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility.
The investment seeks to track the investment results of the MSCI World Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is designed to measure the performance of equity securities in the top 85% of equity market capitalization, as calculated by the index provider, in certain developed market countries.

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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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