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SWRLX Sentinel International Equity A

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Fund SWRLX Sentinel International Equity A SICNX Schwab® International Core Equity FMIJX FMI International  
100% 85% 85%
Annual Fees
(1.42% Exp. Ratio)
(0.86% Exp. Ratio)
(0.98% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$33,621.47 $39,849.21 $38,427.31
Est. savings over 30 yrs +$6,227.74 +$4,805.84
As of 11/30/16
1 YR RETURN -4.81%
3 YR -0.80%
5 YR 5.98%
10 YR 1.58%
1 YR RETURN -2.47%
3 YR -0.12%
5 YR 7.90%
10 YR --
1 YR RETURN 5.45%
3 YR 6.34%
5 YR 11.60%
10 YR --
The investment seeks growth of capital. The fund normally invests at least 80% of its net assets in equity securities. It invests mainly in common stocks of established companies located in or that conduct their business mainly in one or more foreign countries, which may include emerging markets. The fund will normally be invested in ten or more foreign countries and may invest up to 40% of its assets in any one country. It focuses its investments on developed foreign countries, but may invest up to 25% of its total assets in emerging markets.
The investment seeks long-term capital appreciation. The fund invests primarily in the stocks of publicly traded companies located in developed countries excluding the United States. It invests at least 80% of its net assets in equity securities. The fund typically invests a majority of its assets in the stocks of large-cap and mid-cap companies, but may invest a portion of its assets in small-cap companies. For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, it may invest up to 100% of its assets in cash, money market instruments, repurchase agreements and other short-term obligations.
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.

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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.


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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