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TGRDX Invesco Pacific Growth Y

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Fund TGRDX Invesco Pacific Growth Y MAPIX Matthews Asia Dividend Investor FPBFX Fidelity® Pacific Basin  
100% 89% 94%
Annual Fees
(1.53% Exp. Ratio)
(1.05% Exp. Ratio)
(1.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$33,341.29 $38,577.87 $36,973.56
Est. savings over 30 yrs +$5,236.58 +$3,632.27
As of 12/31/16
1 YR RETURN -0.16%
3 YR 1.17%
5 YR 5.96%
10 YR 2.32%
1 YR RETURN 4.13%
3 YR 2.54%
5 YR 7.85%
10 YR 7.60%
1 YR RETURN 2.93%
3 YR 3.17%
5 YR 10.93%
10 YR 5.03%
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of issuers in the Pacific region, and in other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities and depositary receipts. The fund may invest in the securities of issuers of all capitalization sizes; however, it may invest a significant amount of its net assets in the securities of small- and mid-capitalization issuers.
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 Asia.
The investment seeks growth of capital over the long term. The fund normally invests at least 80% of assets in securities of Pacific Basin issuers and other investments that are tied economically to the Pacific Basin. It invests primarily in common stocks. The fund allocates investments across different Pacific Basin countries. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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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.

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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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