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CGPRX Columbia Global Strategic Equity R5

2 lower fee alternatives found

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Fund CGPRX Columbia Global Strategic Equity R5 ACWV iShares Edge MSCI Min Vol Global FIGY Barclays ETN+ FI Enhanced Glb Hi Yld  
100% 86% 92%
Annual Fees
(0.92% Exp. Ratio)
(0.20% Exp. Ratio)
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.49% annual return
$37,684.76 $46,827.61 $41,014.11
Est. savings over 30 yrs +$9,142.86 +$3,329.35
As of 9/30/16
1 YR RETURN 11.76%
3 YR 6.63%
5 YR 12.25%
10 YR 6.02%
1 YR RETURN 16.54%
3 YR 9.56%
5 YR --
10 YR --
1 YR RETURN 28.97%
3 YR 9.11%
5 YR --
10 YR --
The investment seeks capital appreciation. Under normal circumstances, the fund invests most of its net assets in shares of equity mutual funds and ETFs managed by the Investment Manager or its affiliates (Columbia Funds), and third party advised funds (collectively, underlying funds). Normally, the fund invests at least 80% of its net assets in equity securities. For purposes of the fund's 80% policy, equity securities include common stocks, preferred stocks, securities convertible into common stocks, ADRs and GDRs and shares of underlying funds that principally invest in such securities.
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.
Barclays ETN+ FI Enhanced Global High Yield Exchange Traded Notes (the “ETNs”) that Barclays Bank PLC may issue from time to time are linked to a leveraged participation in the performance of the MSCI World High Dividend Yield USD Gross Total Return Index (the “Index”). The ETNs seek to approximate the returns that might be available to investors through a leveraged “long” investment in the Index. The Index is designed to track the performance of large and mid cap stocks (excluding REITS) across 24 developed markets countries tracked by the MSCI World 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.


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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