Investment Test Drive

MOWIX Moerus Worldwide Value Institutional

3 lower fee alternatives found

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Fund MOWIX Moerus Worldwide Value Institutional FIEG DB FI Enhanced Global High Yield ETN FIGY Barclays ETN+ FI Enhanced Glb Hi Yld  
Similarity
?
100% 85% 85%
Annual Fees
?
$147.70
(1.40% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
$67.52
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$32,667.50 $48,391.94 $41,129.74
Est. savings over 30 yrs +$15,724.45 +$8,462.24
Return
As of 10/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.83%
3 YR 4.36%
5 YR --
10 YR --
1 YR RETURN 5.37%
3 YR 4.33%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. The adviser pursues the fund's investment objective by investing primarily in foreign (including emerging markets) and domestic common stocks that the advisor believes are undervalued. Under normal market conditions, the fund will invest in at least three different countries and will invest at least 40% of its total assets in securities of issuers organized or having their principal place of business outside the U.S. or doing a substantial amount (more than 50%) of business outside the U.S. The fund is non-diversified.
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”).
Barclays ETN+ FI Enhanced Global High Yield Exchange Traded Notes (the “ETNs”) that Barclays Bank PLC may issue from time to time are linked to a leveraged participation in the performance of the MSCI World High Dividend Yield USD Gross Total Return Index (the “Index”). The ETNs seek to approximate the returns that might be available to investors through a leveraged “long” investment in the Index. The Index is designed to track the performance of large and mid cap stocks (excluding REITS) across 24 developed markets countries tracked by the MSCI World Index.

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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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