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BIFRX BlackRock International R

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Fund BIFRX BlackRock International R FSGDX Fidelity® Global ex US Index Premium IXUS iShares Core MSCI Total Intl Stk  
Similarity
?
100% 87% 85%
Annual Fees
?
$180.61
(1.71% Exp. Ratio)
$11.62
(0.11% Exp. Ratio)
$11.62
(0.11% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$30,747.72 $49,910.66 $49,910.66
Est. savings over 30 yrs +$19,162.94 +$19,162.94
Return
As of 10/31/16
1 YR RETURN -1.44%
3 YR -2.41%
5 YR 3.55%
10 YR 1.29%
1 YR RETURN 0.64%
3 YR -1.48%
5 YR 3.74%
10 YR --
1 YR RETURN 0.98%
3 YR -1.04%
5 YR --
10 YR --
Description
The investment seeks long-term capital growth. The fund is a "feeder" fund that invests all of its assets in Master International Portfolio, a series of BlackRock Master LLC (the "Master LLC"), which has the same investment objective and strategies as the fund. It invests primarily in stocks of companies located outside the United States. The fund will invest at least 75% of its total assets in global equity securities of any market capitalization, selected for their above average return potential. It may invest in securities issued by companies of all sizes but will focus mainly on medium and large capitalization companies.
The investment seeks to provide investment results that correspond to the total return of foreign developed and emerging stock markets. The fund invests at least 80% of assets in securities included in the MSCI ACWI (All Country World Index) ex USA Index and in depository receipts representing securities included in the index. The advisor uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, earnings growth, country weightings, and the effect of foreign taxes to attempt to replicate the returns of the MSCI ACWI (All Country World Index) ex USA Index.
The investment seeks to track the investment results of the MSCI ACWI ex USA IMI composed of large-, mid- and small-capitalization non-U.S. equities. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is a free float-adjusted market capitalization index designed to measure the combined equity market performance of developed and emerging markets countries, excluding the United States.

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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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