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LVAFX LSV Global Managed Volatility Investor

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund LVAFX LSV Global Managed Volatility Investor FIEG DB FI Enhanced Global High Yield ETN DEW WisdomTree Global High Dividend ETF  
Similarity
?
100% 89% 90%
Annual Fees
?
$105.50
(1.00% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
$61.19
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$36,909.31 $48,422.23 $41,907.61
Est. savings over 30 yrs +$11,512.91 +$4,998.30
Return
As of 11/30/16
1 YR RETURN 7.13%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.56%
3 YR 4.18%
5 YR --
10 YR --
1 YR RETURN 8.00%
3 YR 0.28%
5 YR 5.75%
10 YR 1.01%
Description
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of companies located throughout the world. Normally, it will invest in at least three countries, including the United States, and at least 40% of its assets will be invested in non-U.S. Companies, in both developed and emerging market countries. Although the fund may invest in securities of companies of any size, it generally invests in companies with market capitalizations of $100 million or more at the time of purchase.
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 price and yield performance, before fees and expenses, of the WisdomTree Global High Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The fund is non-diversified.

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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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