Investment Test Drive

RINAX Invesco International Allocation R

7 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund RINAX Invesco International Allocation R DBEF Deutsche X-trackers MSCI EAFE Hedged Eq DODFX Dodge & Cox International Stock  
Similarity
?
100% 88% 90%
Annual Fees
?
$173.21
(1.64% Exp. Ratio)
$36.97
(0.35% Exp. Ratio)
$67.59
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$31,368.69 $46,372.43 $42,490.15
Est. savings over 30 yrs +$15,003.74 +$11,121.46
Return
As of 12/31/16
1 YR RETURN 5.75%
3 YR -2.19%
5 YR 3.64%
10 YR 0.32%
1 YR RETURN 5.75%
3 YR 5.17%
5 YR 11.59%
10 YR --
1 YR RETURN 8.26%
3 YR -1.34%
5 YR 7.98%
10 YR 2.11%
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 investment results that correspond generally to the performance, before fees and expenses, of the MSCI EAFE US Dollar Hedged Index. The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is designed to track developed market performance while mitigating exposure to fluctuations between the value of the U.S. dollar and the currencies of the countries included in the underlying index. It will invest at least 80% of its total assets in component securities of the underlying index.
The investment seeks long-term growth of principal and income. Under normal circumstances, the fund will invest at least 80% of its total assets in equity securities of non-U.S. companies, including common stocks, depositary receipts evidencing ownership of common stocks, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks. The fund typically invests in medium-to-large well-established companies based on standards of the applicable market.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!