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GSIFX Goldman Sachs Focused Intl Equity A

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Fund GSIFX Goldman Sachs Focused Intl Equity A SCHF Schwab International Equity ETF™ IEFA iShares Core MSCI EAFE  
Similarity
?
100% 88% 89%
Annual Fees
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$137.31
(1.30% Exp. Ratio)
$7.39
(0.07% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$34,872.19 $50,563.98 $50,412.40
Est. savings over 30 yrs +$15,691.79 +$15,540.21
Return
As of 11/30/16
1 YR RETURN -7.86%
3 YR -5.49%
5 YR 4.91%
10 YR -1.20%
1 YR RETURN -1.97%
3 YR -1.98%
5 YR 5.25%
10 YR --
1 YR RETURN -2.97%
3 YR -1.58%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at time of purchase) ("Net Assets") in a diversified portfolio of equity investments in companies that are organized outside the United States or whose securities are principally traded outside the United States. It seeks to achieve its investment objective by investing, under normal circumstances, in at least three foreign countries and in up to approximately 40 companies that are considered by the Investment Adviser to be positioned for long-term capital appreciation.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the FTSE Developed ex US Index. The fund will invest at least 90% of its net assets in stocks, including depositary receipts representing securities of the index; such depository receipts may be in the form of American Depositary receipts, Global Depositary receipts and European Depositary receipts. The index is comprised of large and mid capitalization companies in developed countries outside the United States, as defined by the index provider. The index defines the large and mid capitalization universe as approximately the top 90% of the eligible universe.
The investment seeks to track the investment results of the MSCI EAFE IMI composed of large-, mid- and small-capitalization developed market equities, excluding the U.S. and Canada. 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 designed to measure large-, mid- and small-capitalization equity market performance and includes stocks from Europe, Australasia and the Far East.

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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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