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USCOX US Global Investors China Region Inv

3 lower fee alternatives found

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Fund USCOX US Global Investors China Region Inv FHKCX Fidelity® China Region MCDFX Matthews China Dividend Investor  
100% 87% 85%
Annual Fees
(2.57% Exp. Ratio)
(0.99% Exp. Ratio)
(1.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.79% annual return
$24,757.16 $40,113.60 $37,752.59
Est. savings over 30 yrs +$15,356.43 +$12,995.43
As of 9/30/16
1 YR RETURN 8.53%
3 YR 1.61%
5 YR 3.00%
10 YR 1.38%
1 YR RETURN 13.34%
3 YR 4.36%
5 YR 10.42%
10 YR 8.16%
1 YR RETURN 20.06%
3 YR 8.96%
5 YR 13.01%
10 YR --
The investment seeks long-term growth of capital. Under normal market conditions, the fund will invest at least 80% of its net assets in equity and equity-related securities of companies located in the China region. The equity and equity-related securities in which the fund primarily invests are common stocks, preferred stocks, convertible securities, rights and warrants, and depository receipts (ADRs and GDRs). It is non-diversified.
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of Hong Kong, Taiwanese, and Chinese issuers and other investments that are tied economically to the China region. It normally invests primarily in common stocks. The fund allocates investments across different China region countries. It invests up to 35% of total assets in any industry that accounts for more than 20% of the Hong Kong, Taiwanese, and Chinese market. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market economic conditions, to select investments.
The investment seeks total return with an emphasis on providing current income. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in dividend-paying equity securities of companies located in China. It may also invest in convertible debt and equity securities. China also includes its administrative and other districts, such as Hong Kong.

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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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