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BGVCX Brandes Global Equity C

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Fund BGVCX Brandes Global Equity C FIEG DB FI Enhanced Global High Yield ETN IOO iShares Global 100  
Similarity
?
100% 87% 85%
Annual Fees
?
$211.01
(2.00% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
$42.20
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$27,218.39 $48,422.23 $44,244.60
Est. savings over 30 yrs +$21,203.84 +$17,026.21
Return
As of 11/30/16
1 YR RETURN 0.50%
3 YR 0.32%
5 YR 7.54%
10 YR --
1 YR RETURN 8.56%
3 YR 4.18%
5 YR --
10 YR --
1 YR RETURN 2.58%
3 YR 2.20%
5 YR 8.25%
10 YR 3.05%
Description
The investment seeks long term capital appreciation. The fund invests principally in equity securities of U.S. and foreign companies. These companies generally have market capitalizations (market value of publicly traded securities) greater than $5 billion. A foreign company is determined to be "foreign" on the basis of its domicile, its principal place of business, its primary stock exchange listing, and/or the source of its revenues.
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”).
The investment seeks to track the investment results of the S&P Global 100TM (the "underlying index"), which is designed to measure the performance of the stocks of 100 large-capitalization global companies. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

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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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