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RSEVX Columbia Global Equity Value R4

8 lower fee alternatives found

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Fund RSEVX Columbia Global Equity Value R4 FIEG DB FI Enhanced Global High Yield ETN URTH iShares MSCI World  
Similarity
?
100% 96% 92%
Annual Fees
?
$98.12
(0.93% 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
$37,689.60 $48,408.46 $46,414.09
Est. savings over 30 yrs +$10,718.86 +$8,724.49
Return
As of 11/30/16
1 YR RETURN 1.10%
3 YR 2.47%
5 YR 9.67%
10 YR 3.73%
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 growth of capital and income. Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S. The fund's investment philosophy is rooted in the belief that a disciplined, systematic, value-oriented approach to investing with a focus on large-cap companies provides investors with a strong opportunity for long-term growth of capital.
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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