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IGMAX VY® Oppenheimer Global A

15 lower fee alternatives found

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Fund IGMAX VY® Oppenheimer Global A FIEG DB FI Enhanced Global High Yield ETN ACWV iShares Edge MSCI Min Vol Global  
Similarity
?
100% 88% 85%
Annual Fees
?
$131.88
(1.25% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
$21.10
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$34,191.77 $48,391.94 $46,959.63
Est. savings over 30 yrs +$14,200.18 +$12,767.86
Return
As of 10/31/16
1 YR RETURN -4.23%
3 YR 2.74%
5 YR 8.65%
10 YR 4.43%
1 YR RETURN 5.83%
3 YR 4.36%
5 YR --
10 YR --
1 YR RETURN 6.78%
3 YR 7.21%
5 YR 9.94%
10 YR --
Description
The investment seeks capital appreciation. Under normal market conditions, the Portfolio invests mainly in common stocks of companies in the United States and foreign countries. It can invest without limit in foreign securities and can invest in any country, including countries with developing or emerging markets. However, the Portfolio currently emphasizes investments in developed markets such as the United States, Western European countries and Japan. It does not limit its investments to companies in a particular capitalization range, but currently focuses its investments in mid- and large-capitalization companies.
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 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.

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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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