Investment Test Drive

IGLGX Columbia Select Global Equity A

10 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund IGLGX Columbia Select Global Equity A JAWWX Janus Global Research T PRGSX T. Rowe Price Global Stock  
Similarity
?
100% 86% 87%
Annual Fees
?
$147.70
(1.40% Exp. Ratio)
$92.84
(0.88% Exp. Ratio)
$93.90
(0.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$32,679.58 $38,265.53 $38,149.89
Est. savings over 30 yrs +$5,585.96 +$5,470.31
Return
As of 11/30/16
1 YR RETURN -2.20%
3 YR 1.51%
5 YR 8.05%
10 YR 2.87%
1 YR RETURN -0.80%
3 YR 2.78%
5 YR 8.63%
10 YR 5.65%
1 YR RETURN 4.69%
3 YR 7.46%
5 YR 12.55%
10 YR 4.23%
Description
The investment seeks to provide shareholders with long-term capital growth. The fund will invest at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) in equity securities, including securities of companies located in developed and emerging countries. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries. The fund may invest in derivatives and complex securities.
The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential. It may invest in companies of any size located anywhere in the world, from larger, well-established companies to smaller, emerging growth companies. The fund typically invests at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States. It may have significant exposure to emerging markets. The fund may also invest in foreign equity and debt securities.
The investment seeks long-term growth of capital through investments primarily in the common stocks of established companies throughout the world, including the U.S. The fund will diversify broadly by investing in a variety of industries in developed and, to a lesser extent, emerging markets. It normally invests in at least five countries, one of which will be the U.S. Under normal conditions, at least 80% of the fund's net assets (including any borrowings for investment purposes) will be invested in stocks and at least 40% of the fund's net assets will be invested in stocks of companies outside the U.S.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!