Investment Test Drive

NQGRX Nuveen NWQ Global Equity Income R3

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund NQGRX Nuveen NWQ Global Equity Income R3 ACIM SPDR® MSCI ACWI IMI ETF VHGEX Vanguard Global Equity Inv  
100% 85% 89%
Annual Fees
(1.36% Exp. Ratio)
(0.25% Exp. Ratio)
(0.57% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.49% annual return
$32,977.27 $46,132.82 $41,893.44
Est. savings over 30 yrs +$13,155.54 +$8,916.17
As of 9/30/16
1 YR RETURN 6.70%
3 YR 4.52%
5 YR 11.28%
10 YR --
1 YR RETURN 13.25%
3 YR 6.11%
5 YR --
10 YR --
1 YR RETURN 12.11%
3 YR 6.38%
5 YR 12.54%
10 YR 4.51%
The investment seeks to provide high current income and long-term capital appreciation. The fund will generally focus its investments on income producing securities. Normally, it will invest at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities, including common stock and preferred securities, certain debt securities convertible into common stock or preferred securities, and other securities with equity characteristics. Up to 20% of the fund's net assets may be invested in debt securities, including corporate debt securities and U.S. government and agency debt 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.
The investment seeks long-term capital appreciation. The fund invests primarily in U.S. and foreign equity securities chosen mainly on the basis of bottom-up stock analysis. It typically invests across a wide range of industries, and its holdings are expected to represent a mix of value and growth stocks, as well as a mix of developed and emerging markets stocks, across the capitalization spectrum. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities. The fund uses multiple investment advisors.

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!