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SERNX Deutsche World Dividend Institutional

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Fund SERNX Deutsche World Dividend Institutional FIGY Barclays ETN+ FI Enhanced Glb Hi Yld  
100% 88%
Annual Fees
(0.96% Exp. Ratio)
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.49% annual return
$37,228.89 $41,011.78
Est. savings over 30 yrs +$3,782.89
As of 9/30/16
1 YR RETURN 16.22%
3 YR 4.80%
5 YR 9.43%
10 YR 2.25%
1 YR RETURN 28.97%
3 YR 9.11%
5 YR --
10 YR --
The investment seeks total return, emphasizing both current income and capital appreciation. The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in dividend paying stocks. It normally invests in at least three different countries and invests at least 40% of net assets in securities issued by foreign based companies. The fund's investments will include primarily common stocks issued by U.S. and foreign based companies and may also include preferred stocks and other equity securities such as convertible securities and warrants.
Barclays ETN+ FI Enhanced Global High Yield Exchange Traded Notes (the “ETNs”) that Barclays Bank PLC may issue from time to time are linked to a leveraged participation in the performance of the MSCI World High Dividend Yield USD Gross Total Return Index (the “Index”). The ETNs seek to approximate the returns that might be available to investors through a leveraged “long” investment in the Index. The Index is designed to track the performance of large and mid cap stocks (excluding REITS) across 24 developed markets countries tracked by the MSCI World Index.

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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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