Investment Test Drive

NGPAX Columbia Global Strategic Equity Z

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund NGPAX Columbia Global Strategic Equity Z FIEG DB FI Enhanced Global High Yield ETN ACWV iShares Edge MSCI Min Vol Global  
100% 85% 86%
Annual Fees
(1.02% Exp. Ratio)
(0.10% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$36,686.27 $48,422.23 $46,989.02
Est. savings over 30 yrs +$11,735.95 +$10,302.74
As of 11/30/16
1 YR RETURN 2.29%
3 YR 4.05%
5 YR 9.65%
10 YR 5.30%
1 YR RETURN 8.56%
3 YR 4.18%
5 YR --
10 YR --
1 YR RETURN 6.51%
3 YR 6.69%
5 YR 9.96%
10 YR --
The investment seeks capital appreciation. Under normal circumstances, the fund invests most of its net assets in shares of equity mutual funds and ETFs managed by the Investment Manager or its affiliates (Columbia Funds), and third party advised funds (collectively, underlying funds). Normally, the fund invests at least 80% of its net assets in equity securities. For purposes of the fund's 80% policy, equity securities include common stocks, preferred stocks, securities convertible into common stocks, ADRs and GDRs and shares of underlying funds that principally invest in such securities.
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 ACWI Minimum Volatility (USD) 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 measures the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


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.


Your Feedback has been sent successfully!