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IDVIX Copeland Intl Risk Mgd Div Gr I

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Fund IDVIX Copeland Intl Risk Mgd Div Gr I PIZ PowerShares DWA Developed Mkts Mom ETF FIGFX Fidelity® International Growth  
100% 87% 87%
Annual Fees
(1.47% Exp. Ratio)
(0.81% Exp. Ratio)
(0.97% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$32,490.17 $39,694.86 $37,818.21
Est. savings over 30 yrs +$7,204.68 +$5,328.03
As of 9/30/16
1 YR RETURN 0.26%
3 YR 0.14%
5 YR --
10 YR --
1 YR RETURN 7.35%
3 YR 0.25%
5 YR 9.53%
10 YR --
1 YR RETURN 7.90%
3 YR 3.58%
5 YR 10.27%
10 YR --
The investment seeks long-term capital appreciation and income while preserving capital in declining markets. The fund seeks to achieve its investment objectives of producing long-term capital appreciation and income while preserving capital in declining markets by purchasing equities of companies with a proven track record of dividend growth within sectors forecasted to appreciate by the adviser's quantitative model. It invests at least 80% of its net assets (including borrowings for investment purposes) in securities that have increased their dividend for a minimum of three consecutive years.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dorsey Wright® Developed Markets Technical Leaders Index. The fund will invest at least 90% of its total assets in the equity securities that comprise the underlying index. The underlying index is comprised of equity securities of large capitalization companies based in countries with developed economies, excluding the United States.
The investment seeks long-term growth of capital. The fund invests primarily in non-U.S. securities, including securities of issuers located in emerging markets. It invests primarily in common stocks. The fund invests in companies that Fidelity Management & Research Company (FMR) believes have above-average growth potential (stocks of these companies are often called "growth" stocks). It allocates investments across countries and regions. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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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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