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AIIEX Invesco International Growth A

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Fund AIIEX Invesco International Growth A VWIGX Vanguard International Growth Inv JOHIX JOHCM International Select I  
Similarity
?
100% 90% 87%
Annual Fees
?
$138.27
(1.31% Exp. Ratio)
$49.61
(0.47% Exp. Ratio)
$109.77
(1.04% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$34,044.95 $43,901.40 $36,952.93
Est. savings over 30 yrs +$9,856.45 +$2,907.98
Return
As of 11/30/16
1 YR RETURN -4.58%
3 YR -1.17%
5 YR 4.81%
10 YR 2.49%
1 YR RETURN -1.05%
3 YR -0.91%
5 YR 6.38%
10 YR 2.71%
1 YR RETURN 3.73%
3 YR 2.91%
5 YR 9.65%
10 YR --
Description
The investment seeks long-term growth of capital. The fund invests primarily in equity securities and depositary receipts of foreign issuers. It will provide exposure to investments that are economically tied to at least three different countries outside of the U.S. The fund may also invest up to 1.25 times the amount of the exposure to emerging markets countries in the MSCI All Country World ex-U.S. Growth Index. The fund invests primarily in the securities of large-capitalization issuers; however, the fund may invest a significant amount of its net assets in the securities of mid-capitalization issuers.
The investment seeks to provide long-term capital appreciation. The fund invests predominantly in the stocks of companies located outside the United States and is expected to diversify its assets in countries across developed and emerging markets. In selecting stocks, the fund's advisors evaluate foreign markets around the world and choose large-, mid-, and small-capitalization companies considered to have above-average growth potential. The fund uses multiple investment advisors.
The investment seeks long-term capital appreciation. The fund invests, under normal market conditions, primarily in equity securities of companies headquartered outside the United States, including those in emerging market countries. The fund may invest in foreign companies of any size, including small and mid-capitalization companies, in order to achieve its objective. Equity securities include common and preferred stocks, rights and warrants.

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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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