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LGINX Leuthold Global Industries Retail

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Fund LGINX Leuthold Global Industries Retail WDIV SPDR® S&P Global Dividend ETF VHGEX Vanguard Global Equity Inv  
100% 85% 88%
Annual Fees
(1.51% Exp. Ratio)
(0.40% Exp. Ratio)
(0.57% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.51% annual return
$31,649.21 $44,297.47 $42,084.48
Est. savings over 30 yrs +$12,648.26 +$10,435.27
As of 12/31/16
1 YR RETURN 2.36%
3 YR 2.21%
5 YR 10.74%
10 YR --
1 YR RETURN 13.48%
3 YR 3.02%
5 YR --
10 YR --
1 YR RETURN 6.57%
3 YR 3.50%
5 YR 11.09%
10 YR 3.54%
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 to provide investment results that, before fees and expenses, correspond generally to the total return of the S&P Global Dividend Aristocrats Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts or Global Depositary Receipts based on securities comprising the index. The index is designed to measure the performance of high dividend-yield companies included in the S&P Global BMI that have followed a managed-dividends policy of increasing or stable dividends for at least ten consecutive years. The fund is non-diversified.
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.

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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.


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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