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MWEMX MFS Global Equity R6

5 lower fee alternatives found

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Fund MWEMX MFS Global Equity R6 FIEG DB FI Enhanced Global High Yield ETN URTH iShares MSCI World  
Similarity
?
100% 88% 87%
Annual Fees
?
$92.84
(0.88% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
$25.32
(0.24% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$38,273.15 $48,419.47 $46,424.65
Est. savings over 30 yrs +$10,146.32 +$8,151.50
Return
As of 11/30/16
1 YR RETURN 2.40%
3 YR 3.48%
5 YR 10.87%
10 YR 5.33%
1 YR RETURN 8.56%
3 YR 4.18%
5 YR --
10 YR --
1 YR RETURN 3.50%
3 YR 3.89%
5 YR --
10 YR --
Description
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. It may invest its assets in the stocks of companies The advisor believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies The advisor believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value 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 track the investment results of the MSCI World Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is designed to measure the performance of equity securities in the top 85% of equity market capitalization, as calculated by the index provider, in certain developed market countries.

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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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