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FOSFX Fidelity® Overseas

2 lower fee alternatives found

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Fund FOSFX Fidelity® Overseas DBEF Deutsche X-trackers MSCI EAFE Hedged Eq FMIJX FMI International  
Similarity
?
100% 91% 85%
Annual Fees
?
$109.85
(1.04% Exp. Ratio)
$36.97
(0.35% Exp. Ratio)
$103.51
(0.98% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$37,735.95 $46,481.89 $38,428.40
Est. savings over 30 yrs +$8,745.94 +$692.45
Return
As of 11/30/16
1 YR RETURN -4.42%
3 YR 1.24%
5 YR 8.94%
10 YR 1.69%
1 YR RETURN -1.60%
3 YR 4.09%
5 YR 10.37%
10 YR --
1 YR RETURN 5.45%
3 YR 6.34%
5 YR 11.60%
10 YR --
Description
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in non-U.S. securities. It normally invests primarily in common stocks. The fund allocates investments across different countries and regions. 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.
The investment seeks investment results that correspond generally to the performance, before fees and expenses, of the MSCI EAFE US Dollar Hedged Index. The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is designed to track developed market performance while mitigating exposure to fluctuations between the value of the U.S. dollar and the currencies of the countries included in the underlying index. It will invest at least 80% of its total assets in component securities of the underlying index.
The investment seeks long-term capital appreciation. The fund invests mainly in a limited number of large capitalization (namely, companies with more than $5 billion market capitalization at the time of initial purchase) value stocks of foreign companies (also referred to as non-U.S. companies). It normally invests at least 65% of its total assets in the equity securities of non-U.S. companies. The majority of the fund's investments will be in companies that have global operations rather than in companies whose business is limited to a particular country or geographic region. The fund 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.

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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