Investment Test Drive

BCGDX Blue Current Global Dividend Instl

6 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund BCGDX Blue Current Global Dividend Instl FIEG DB FI Enhanced Global High Yield ETN HACW iShares Currency Hedged MSCI ACWI  
100% 87% 85%
Annual Fees
(0.99% Exp. Ratio)
(0.10% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$36,961.37 $48,343.81 $44,843.06
Est. savings over 30 yrs +$11,382.44 +$7,881.70
As of 12/31/16
1 YR RETURN 8.96%
3 YR --
5 YR --
10 YR --
1 YR RETURN 17.55%
3 YR 4.85%
5 YR --
10 YR --
1 YR RETURN 9.78%
3 YR --
5 YR --
10 YR --
The investment seeks current income and capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities that either have paid a dividend in the 12 months prior to purchase, or are expected by the Adviser to pay a dividend within 12 months following the fund's purchase of the security. It will invest, under normal market conditions, in at least three different countries, one of which will be the United States. The fund will also invest at least 40% of its assets in foreign securities.
The investment seeks a return Linked to the MSCI World High Dividend Yield USD Gross Total Return Index due October 12, 2023 (the “securities”).
The investment seeks to track the investment results of the MSCI ACWI 100% Hedged to USD Index, an equity benchmark for developed and emerging markets equity stock market performance with the currency risk inherent in the securities included in the underlying index hedged to the U.S. dollar on a monthly basis. The fund generally will invest at least 90% of its assets in the component securities (including indirect investments through the underlying fund) and other instruments of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It 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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