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LVAGX LSV Global Value Investor

9 lower fee alternatives found

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Fund LVAGX LSV Global Value Investor FIEG DB FI Enhanced Global High Yield ETN ACIM SPDR® MSCI ACWI IMI ETF  
Similarity
?
100% 90% 90%
Annual Fees
?
$121.33
(1.15% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
$26.38
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$35,267.96 $48,422.23 $46,287.88
Est. savings over 30 yrs +$13,154.27 +$11,019.92
Return
As of 11/30/16
1 YR RETURN 4.92%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.56%
3 YR 4.18%
5 YR --
10 YR --
1 YR RETURN 4.96%
3 YR 4.13%
5 YR --
10 YR --
Description
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of companies located throughout the world. Under normal market conditions, 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, the fund 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 provide investment results that, before fees and expenses, correspond generally to the total return performance of the MSCI ACWI IMI 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 a free float-adjusted market capitalization-weighted index that is designed to measure the combined equity market performance of developed and emerging markets. It 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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