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CIAGX AB Concentrated International Growth A

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Fund CIAGX AB Concentrated International Growth A EFG iShares MSCI EAFE Growth VWIGX Vanguard International Growth Inv  
Similarity
?
100% 89% 91%
Annual Fees
?
$137.22
(1.30% Exp. Ratio)
$42.22
(0.40% Exp. Ratio)
$49.61
(0.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$34,168.01 $44,862.68 $43,926.36
Est. savings over 30 yrs +$10,694.67 +$9,758.35
Return
As of 11/30/16
1 YR RETURN -8.38%
3 YR --
5 YR --
10 YR --
1 YR RETURN -6.14%
3 YR -1.65%
5 YR 5.63%
10 YR 1.50%
1 YR RETURN -1.05%
3 YR -0.91%
5 YR 6.38%
10 YR 2.71%
Description
The investment seeks long-term growth of capital. The Adviser seeks to achieve the fund's investment objective by investing, under normal circumstances, primarily in common stocks of non-U.S. companies, and in companies in at least three countries other than the United States. It will invest in companies that are determined by the Adviser to offer favorable long-term growth potential and that are trading at attractive valuations. The Adviser will employ an appraisal method which attempts to measure each prospective company's quality and growth rate by numerous factors. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI EAFE Growth Index composed of developed market equities, excluding the U.S. and Canada, that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The index is a subset of the MSCI EAFE Index. Constituents of the underlying index include securities of companies located in Europe, Australasia and the Far East.
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.

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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".

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