Investment Test Drive

FIITX First Investors Global Adv

8 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund FIITX First Investors Global Adv ACWV iShares Edge MSCI Min Vol Global URTH iShares MSCI World  
Similarity
?
100% 85% 88%
Annual Fees
?
$117.11
(1.11% Exp. Ratio)
$21.10
(0.20% Exp. Ratio)
$25.32
(0.24% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$35,698.62 $46,989.02 $46,427.29
Est. savings over 30 yrs +$11,290.40 +$10,728.67
Return
As of 11/30/16
1 YR RETURN -1.60%
3 YR 3.49%
5 YR 9.36%
10 YR 4.04%
1 YR RETURN 6.51%
3 YR 6.69%
5 YR 9.96%
10 YR --
1 YR RETURN 3.50%
3 YR 3.89%
5 YR --
10 YR --
Description
The investment seeks long-term capital growth. The fund invests in a diversified portfolio of common stocks of companies that are located throughout the world, including the United States. Although it primarily invests in stocks of U.S. and foreign companies that are considered large to medium in size (measured by market capitalization) and that are traded in larger or more established markets, the fund may invest a significant amount in less-developed or emerging markets. It may also invest (to a lesser degree) in smaller size companies.
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 to track the investment results of the MSCI World 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 is designed to measure the performance of equity securities in the top 85% of equity market capitalization, as calculated by the index provider, in certain developed market countries.

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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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