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RLGYX Russell Global Equity Y

2 lower fee alternatives found

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Fund RLGYX Russell Global Equity Y ACWV iShares Edge MSCI Min Vol Global PRGSX T. Rowe Price Global Stock  
100% 88% 87%
Annual Fees
(1.04% Exp. Ratio)
(0.20% Exp. Ratio)
(0.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$36,441.73 $46,959.63 $38,135.79
Est. savings over 30 yrs +$10,517.90 +$1,694.05
As of 10/31/16
1 YR RETURN 1.50%
3 YR 4.68%
5 YR 9.21%
10 YR --
1 YR RETURN 6.78%
3 YR 7.21%
5 YR 9.94%
10 YR --
1 YR RETURN 5.55%
3 YR 8.39%
5 YR 11.72%
10 YR 4.83%
The investment seeks to provide long-term capital growth. The fund has a non-fundamental policy to invest, under normal circumstances, at least 80% of the value of its net assets plus borrowings for investment purposes in equity securities. The fund invests principally in equity securities, including common stocks and preferred stocks, of companies economically tied to a number of countries around the world, including the U.S., and in depositary receipts, in a globally diversified manner.
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.
The investment seeks long-term growth of capital through investments primarily in the common stocks of established companies throughout the world, including the U.S. The fund will diversify broadly by investing in a variety of industries in developed and, to a lesser extent, emerging markets. It normally invests in at least five countries, one of which will be the U.S. Under normal conditions, at least 80% of the fund's net assets (including any borrowings for investment purposes) will be invested in stocks and at least 40% of the fund's net assets will be invested in stocks of companies outside the U.S.

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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.


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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