Investment Test Drive

LGDAX QS Global Dividend A

1 lower fee alternative found

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Fund LGDAX QS Global Dividend A VMVFX Vanguard Global Minimum Volatility Inv  
Similarity
?
100% 85%
Annual Fees
?
$138.20
(1.31% Exp. Ratio)
$28.48
(0.27% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$33,539.63 $45,934.44
Est. savings over 30 yrs +$12,394.81
Return
As of 12/31/16
1 YR RETURN 8.33%
3 YR 7.20%
5 YR --
10 YR --
1 YR RETURN 8.53%
3 YR 9.30%
5 YR --
10 YR --
Description
The investment seeks to provide long-term capital appreciation and income. The fund invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, if any, in equity and equity-related securities that provide investment income, dividend payments or other distributions or in other investments with similar economic characteristics. It normally invests in at least three countries, which may include the United States. The fund can invest without limitation in foreign securities in any country, including countries with developed or emerging markets.
The investment seeks to provide long-term capital appreciation with low volatility relative to the global equity market. The fund invests primarily in U.S. and foreign stocks that are expected to generate low volatility relative to the global equity market. The portfolio will include a diverse mix of companies located in many different countries and representing many different market sectors and industry groups. It generally will seek to hedge most of its currency exposure back to the U.S. dollar to reduce overall portfolio 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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