Investment Test Drive

FIIQX First Investors International Instl

3 lower fee alternatives found

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Fund FIIQX First Investors International Instl PRITX T. Rowe Price International Stock PAITX T. Rowe Price International Stock Adv  
Similarity
?
100% 88% 88%
Annual Fees
?
$120.33
(1.14% Exp. Ratio)
$87.61
(0.83% Exp. Ratio)
$115.05
(1.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$35,848.95 $39,379.27 $36,396.89
Est. savings over 30 yrs +$3,530.32 +$547.94
Return
As of 11/30/16
1 YR RETURN -5.86%
3 YR 0.14%
5 YR 4.62%
10 YR 1.85%
1 YR RETURN -0.88%
3 YR 0.31%
5 YR 5.41%
10 YR 2.31%
1 YR RETURN -1.02%
3 YR 0.18%
5 YR 5.22%
10 YR 2.12%
Description
The investment seeks long-term capital growth. The fund primarily invests in a portfolio of common stocks and other equity securities of companies that are located outside of the United States. To a limited degree, it may also invest in companies based in the United States. The fund typically invests in the securities of medium to large size companies, but will also invest in smaller companies. Its holdings may be limited to the securities of 40 to 60 different issuers and may focus its investments in companies located in or tied economically to particular countries or regions.
The investment seeks long-term growth of capital through investments primarily in the common stocks of established, non-U.S. companies. The managers expect to invest substantially all of its assets in stocks outside the U.S. and to diversify broadly among developed and emerging countries throughout the world. It normally invests in at least five countries. The fund may purchase the stocks of companies of any size, but its focus will typically be on large-sized companies. Normally, at least 80% of the fund's net assets (including any borrowings for investment purposes) will be invested in stocks.
The investment seeks long-term growth of capital through investments primarily in the common stocks of established, non-U.S. companies. The managers expect to invest substantially all of its assets in stocks outside the U.S. and to diversify broadly among developed and emerging countries throughout the world. It normally invests in at least five countries. The fund may purchase the stocks of companies of any size, but its focus will typically be on large-sized companies. Normally, at least 80% of the fund's net assets (including any borrowings for investment purposes) will be invested in stocks.

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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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