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PSILX T. Rowe Price Spectrum International

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Fund PSILX T. Rowe Price Spectrum International IDLV PowerShares S&P Intl Dev Low Volatil ETF MDITX MFS Intl Diversification R4  
Similarity
?
100% 85% 92%
Annual Fees
?
$99.28
(0.94% Exp. Ratio)
$26.41
(0.25% Exp. Ratio)
$98.23
(0.93% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$38,858.20 $47,854.20 $38,976.05
Est. savings over 30 yrs +$8,996.00 +$117.85
Return
As of 10/31/16
1 YR RETURN 0.55%
3 YR 0.12%
5 YR 5.59%
10 YR 3.02%
1 YR RETURN 1.56%
3 YR 0.88%
5 YR --
10 YR --
1 YR RETURN 1.67%
3 YR 0.59%
5 YR 5.89%
10 YR 3.39%
Description
The investment seeks long-term capital appreciation. The fund broadly diversifies its assets among a set of T. Rowe Price mutual funds representing specific market segments. The fund, which normally invests in a variety of developed and emerging market equity funds, and, from time to time, a money market fund, seeks to maintain broad exposure to several markets in an attempt to reduce the impact of markets that are declining and to benefit from good performance in particular market segments over time.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P BMI International Developed Low Volatility IndexTM. The fund invests at least 90% of its total assets in the securities of companies that comprise the underlying index. S&P Dow Jones Indices ("S&P DJI" or the "index provider") compiles, maintains and calculates the underlying index, which is designed to measure the performance of 200 of the least volatile stocks of the S&P Developed ex US and South Korea LargeMidCap Index. The fund is non-diversified.
The investment seeks capital appreciation. The fund is designed to provide diversification within the international asset class by investing the majority of its assets in other mutual funds advised by the adviser, referred to as underlying funds. The adviser seeks to diversify the fund's investments in terms of market capitalization (by including large, mid, and/or small cap underlying funds), by style (by including both growth and value underlying funds), and by geographic region (by including developed and emerging market underlying funds).

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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.

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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

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