Investment Test Drive

LGIIX Leuthold Global Industries Institutional

3 lower fee alternatives found

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Fund LGIIX Leuthold Global Industries Institutional VHGEX Vanguard Global Equity Inv PGVFX Polaris Global Value  
Similarity
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100% 87% 88%
Annual Fees
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$132.93
(1.26% Exp. Ratio)
$60.14
(0.57% Exp. Ratio)
$104.45
(0.99% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$34,099.68 $42,022.30 $37,010.80
Est. savings over 30 yrs +$7,922.62 +$2,911.12
Return
As of 11/30/16
1 YR RETURN -1.88%
3 YR 2.15%
5 YR 10.14%
10 YR --
1 YR RETURN 2.90%
3 YR 3.87%
5 YR 10.48%
10 YR 3.60%
1 YR RETURN 6.35%
3 YR 5.27%
5 YR 13.06%
10 YR 4.23%
Description
The investment seeks capital appreciation and dividend income. Normally, the fund will invest at least 40% of its assets in securities from non-U.S. securities markets (the fund refers to these markets as "international markets"), unless market conditions are not deemed favorable by the fund's investment adviser (Adviser), in which case the fund may invest less than 40% of its assets in securities from international markets (but in any event not less than 30%).
The investment seeks long-term capital appreciation. The fund invests primarily in U.S. and foreign equity securities chosen mainly on the basis of bottom-up stock analysis. It typically invests across a wide range of industries, and its holdings are expected to represent a mix of value and growth stocks, as well as a mix of developed and emerging markets stocks, across the capitalization spectrum. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities. The fund uses multiple investment advisors.
The investment seeks capital appreciation. Using a value-oriented approach, the fund invests primarily in the common stock (including American Depositary Receipts ("ADRs")) of companies of any size, both domestic and international, including emerging or developing markets. The Adviser generally views emerging or developing markets as those that are not included in the MSCI World Index. The fund may also invest in publicly traded master limited partnerships ("MLPs").

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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.

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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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