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QIVNX Oppenheimer International Value R

2 lower fee alternatives found

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Fund QIVNX Oppenheimer International Value R FMIJX FMI International TIVFX Tocqueville International Value  
Similarity
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100% 85% 88%
Annual Fees
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$164.77
(1.56% Exp. Ratio)
$103.51
(0.98% Exp. Ratio)
$133.08
(1.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$32,187.04 $38,390.22 $35,263.60
Est. savings over 30 yrs +$6,203.18 +$3,076.55
Return
As of 10/31/16
1 YR RETURN 1.00%
3 YR -1.17%
5 YR 6.03%
10 YR 0.36%
1 YR RETURN 6.20%
3 YR 6.72%
5 YR 11.44%
10 YR --
1 YR RETURN 2.01%
3 YR 2.99%
5 YR 6.55%
10 YR 3.87%
Description
The investment seeks capital appreciation. The fund invests mainly in common stock of companies that the portfolio manager believes are undervalued and that are either domiciled or have their primary operations outside the United States. It normally will invest at least 80% of its net assets, plus borrowings for investment purposes, in common and preferred stocks of issuers in at least five different countries outside the United States and may invest 100% of its assets in foreign companies. The fund may invest up to 10% of its net assets in fixed-income or convertible 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 consistent with preservation of capital. The fund normally invests at least 65% of its total assets in stocks of companies located in at least three different countries, which may include developed and emerging market countries. It may invest in a broad spectrum of market capitalizations, including small cap companies having market values of less than $2 billion, mid cap companies having market values between $2 billion and $10 billion and large cap companies having market values of $10 billion or more.

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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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