Investment Test Drive

TEDRX Franklin Mutual Global Discovery R

6 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund TEDRX Franklin Mutual Global Discovery R FIEG DB FI Enhanced Global High Yield ETN DODWX Dodge & Cox Global Stock  
Similarity
?
100% 89% 93%
Annual Fees
?
$157.20
(1.49% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
$66.47
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$31,795.54 $48,408.46 $41,268.18
Est. savings over 30 yrs +$16,612.92 +$9,472.64
Return
As of 11/30/16
1 YR RETURN 6.23%
3 YR 3.64%
5 YR 9.45%
10 YR 5.34%
1 YR RETURN 8.56%
3 YR 4.18%
5 YR --
10 YR --
1 YR RETURN 11.11%
3 YR 4.81%
5 YR 12.59%
10 YR --
Description
The investment seeks capital appreciation. The fund invests primarily in equity securities (including securities convertible into, or that the investment manager expects to be exchanged for, common or preferred stock) of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). The equity securities in which it invests are primarily common stock. It may invest substantially and potentially up to 100% of its assets in foreign 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 long-term growth of principal and income. Under normal circumstances, the fund will invest at least 40% of its total assets in securities of non-U.S. companies and at least 80% of its total assets in equity securities, including common stocks, depositary receipts evidencing ownership of common stocks, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks.

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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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