Investment Test Drive

METIX ALPS | Metis Global Micro Cap I

3 lower fee alternatives found

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Fund METIX ALPS | Metis Global Micro Cap I FIEG DB FI Enhanced Global High Yield ETN ROGS Hartford Multifactor Global SmallCap ETF  
Similarity
?
100% 93% 87%
Annual Fees
?
$179.36
(1.70% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
$66.47
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$29,832.23 $48,422.23 $41,279.92
Est. savings over 30 yrs +$18,590.00 +$11,447.69
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.56%
3 YR 4.18%
5 YR --
10 YR --
1 YR RETURN 9.88%
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term growth of capital. Under normal conditions, the fund will invest at least eighty percent (80%) of its net assets plus borrowings for investment purposes in micro-cap companies, while the fund overall will generally invest in companies located in at least five different countries, with forty percent (40%) or more of the fund's assets invested in non-U.S. companies.
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 seeks to provide investment results that, before fees and expenses, correspond to the total return performance of the Hartford Risk-Optimized Multifactor Global Small Cap Index. The fund generally invests at least 80 percent of its assets in securities of the index and in depositary receipts representing securities of the index. The index is designed to address risks and opportunities within the global small cap universe by selecting equity securities of companies exhibiting a favorable combination of factor characteristics, including valuation, momentum, and quality.

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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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