Investment Test Drive

ADVDX Alpine Dynamic Dividend Institutional

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund ADVDX Alpine Dynamic Dividend Institutional ACWV iShares Edge MSCI Min Vol Global PRGSX T. Rowe Price Global Stock  
Similarity
?
100% 87% 86%
Annual Fees
?
$130.82
(1.24% Exp. Ratio)
$21.10
(0.20% Exp. Ratio)
$93.90
(0.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$34,306.52 $46,974.32 $38,147.72
Est. savings over 30 yrs +$12,667.80 +$3,841.19
Return
As of 11/30/16
1 YR RETURN 2.46%
3 YR 4.23%
5 YR 7.31%
10 YR -0.45%
1 YR RETURN 6.51%
3 YR 6.69%
5 YR 9.96%
10 YR --
1 YR RETURN 4.69%
3 YR 7.46%
5 YR 12.55%
10 YR 4.23%
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 long-term growth of capital through investments primarily in the common stocks of established companies throughout the world, including the U.S. The fund will diversify broadly by investing in a variety of industries in developed and, to a lesser extent, emerging markets. It normally invests in at least five countries, one of which will be the U.S. Under normal conditions, at least 80% of the fund's net assets (including any borrowings for investment purposes) will be invested in stocks and at least 40% of the fund's net assets will be invested in stocks of companies outside the U.S.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!