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BGORX BlackRock Global Opportunities R

15 lower fee alternatives found

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Fund BGORX BlackRock Global Opportunities R VT Vanguard Total World Stock ETF FIEG DB FI Enhanced Global High Yield ETN  
Similarity
?
100% 91% 87%
Annual Fees
?
$181.47
(1.72% Exp. Ratio)
$14.77
(0.14% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$29,643.09 $47,831.70 $48,409.84
Est. savings over 30 yrs +$18,188.62 +$18,766.75
Return
As of 11/30/16
1 YR RETURN -0.32%
3 YR 0.10%
5 YR 6.94%
10 YR 3.40%
1 YR RETURN 4.50%
3 YR 3.52%
5 YR 9.21%
10 YR --
1 YR RETURN 8.56%
3 YR 4.18%
5 YR --
10 YR --
Description
The investment seeks to provide long-term capital appreciation. The fund normally invests at least 75% of its total assets in global equity securities of any market capitalization, selected for their above-average return potential. It primarily invests in common stock but may also invest in preferred stock and convertible securities. The fund may invest up to 25% of its total assets in stocks of issuers in emerging market countries. It may invest up to 25% of its total assets in global fixed income securities. From time to time, the fund may invest in shares of companies through initial public offerings ("IPOs").
The investment seeks to track the performance of a benchmark index that measures the investment return of stocks of companies located in developed and emerging markets around the world. The fund employs an indexing investment approach designed to track the performance of the FTSE Global All Cap Index, a float-adjusted, market-capitalization-weighted index designed to measure the market performance of large-, mid-, and small-capitalization stocks of companies located around the world. The index included 7,728 stocks of companies located in 46 countries, including both developed and emerging markets.
FI Enhanced Global High Yield Exchange Traded Notes Linked to the MSCI World High Dividend Yield USD Gross Total Return Index due October 12, 2023 (the “securities”).

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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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