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WTMVX Westcore Global Large-Cap Dividend Retl

5 lower fee alternatives found

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Fund WTMVX Westcore Global Large-Cap Dividend Retl FIEG DB FI Enhanced Global High Yield ETN ACIM SPDR® MSCI ACWI IMI ETF  
100% 96% 86%
Annual Fees
(1.15% Exp. Ratio)
(0.10% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.51% annual return
$35,320.14 $48,493.88 $46,356.37
Est. savings over 30 yrs +$13,173.73 +$11,036.22
As of 12/31/16
1 YR RETURN 8.58%
3 YR 4.08%
5 YR 9.75%
10 YR 4.05%
1 YR RETURN 17.55%
3 YR 4.85%
5 YR --
10 YR --
1 YR RETURN 8.83%
3 YR 4.19%
5 YR --
10 YR --
The investment seeks long-term capital appreciation primarily through investments in large, well-established dividend-paying companies. The fund emphasizes investments in global, large, dividend-paying companies that meet the portfolio management team's investment criteria based on various financial measures/ratios and have improving business prospects due to strong company and industry dynamics. The fund will invest, under normal circumstances, at least eighty percent (80%) of the value of its net assets, plus any borrowings for investment purposes, in stocks of large, well-established, dividend-paying companies, as measured at the time of purchase.
The investment seeks a return Linked to the MSCI World High Dividend Yield USD Gross Total Return Index due October 12, 2023 (the “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.

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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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