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INAIX Invesco International Allocation R5

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Fund INAIX Invesco International Allocation R5 FMIJX FMI International OAKIX Oakmark International Investor  
Similarity
?
100% 86% 86%
Annual Fees
?
$108.79
(1.03% Exp. Ratio)
$103.51
(0.98% Exp. Ratio)
$105.62
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$37,850.51 $38,428.40 $38,196.23
Est. savings over 30 yrs +$577.89 +$345.72
Return
As of 11/30/16
1 YR RETURN 1.03%
3 YR -1.49%
5 YR 3.73%
10 YR 1.03%
1 YR RETURN 5.45%
3 YR 6.34%
5 YR 11.60%
10 YR --
1 YR RETURN 1.62%
3 YR -1.47%
5 YR 9.37%
10 YR 4.12%
Description
The investment seeks long-term growth of capital. The fund is a "fund of funds," and invests its assets in other underlying mutual funds advised by Invesco Advisers, Inc. and ETFs advised by Invesco PowerShares Capital Management LLC. It invests its assets in a selection of underlying funds that invest primarily in global or international securities. The underlying funds may invest a portion of their assets in securities of domestic issuers. The fund's target allocation is to invest 100% of its total assets in underlying funds that invest primarily in equity securities. A portion of the underlying fund's assets may be invested in fixed-income securities.
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.
The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It may invest in non-U.S. markets throughout the world, including emerging markets. Ordinarily, the fund will invest in the securities of at least five countries outside of the U.S. There are no geographic limits on the fund's non-U.S. investments. The fund may invest in securities of large-, mid-, and small- capitalization companies.

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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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