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IIQAX ICON International Equity A

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Fund IIQAX ICON International Equity A EAISX Parametric International Equity Investor NMIEX Northern Active M International Equity  
Similarity
?
100% 85% 86%
Annual Fees
?
$190.11
(1.80% Exp. Ratio)
$79.21
(0.75% Exp. Ratio)
$89.77
(0.85% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$29,864.97 $41,089.69 $39,865.66
Est. savings over 30 yrs +$11,224.72 +$10,000.69
Return
As of 12/31/16
1 YR RETURN -5.60%
3 YR -4.62%
5 YR 2.33%
10 YR -2.21%
1 YR RETURN 1.42%
3 YR -0.22%
5 YR 6.50%
10 YR --
1 YR RETURN -1.16%
3 YR -4.06%
5 YR 3.78%
10 YR -0.37%
Description
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in foreign equity securities. Foreign equity securities refer to securities of issuers, wherever organized, whose securities are listed or traded principally on a recognized stock exchange or over-the-counter market outside the United States.
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of equity securities (the "80% Policy"). It invests primarily in companies domiciled in and tied economically to one or more countries represented in the MSCI Europe, Australasia, Far East Index ("MSCI EAFE Index") and may include securities trading in the form of depositary receipts.
The investment seeks to provide long-term capital appreciation. The fund will invest at least 80% of its net assets in equity securities of issuers domiciled outside the U.S. It utilizes a "multi-manager" approach whereby the fund's assets are allocated to one or more sub-advisers, in percentages determined at the discretion of the fund's investment advisers. The fund may invest in companies of any size located in a number of countries throughout the world but primarily in the world's developed capital markets. It may invest up to 40% of its net assets in issuers domiciled in emerging markets.

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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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