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JVICX Virtus Foreign Opportunities C

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Fund JVICX Virtus Foreign Opportunities C PRITX T. Rowe Price International Stock FIGFX Fidelity® International Growth  
Similarity
?
100% 88% 87%
Annual Fees
?
$227.99
(2.16% Exp. Ratio)
$87.61
(0.83% Exp. Ratio)
$102.39
(0.97% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$26,278.37 $39,401.66 $37,766.65
Est. savings over 30 yrs +$13,123.29 +$11,488.28
Return
As of 11/30/16
1 YR RETURN -6.65%
3 YR -0.56%
5 YR 3.82%
10 YR 1.27%
1 YR RETURN -0.88%
3 YR 0.31%
5 YR 5.41%
10 YR 2.31%
1 YR RETURN -5.28%
3 YR -0.37%
5 YR 6.80%
10 YR --
Description
The investment seeks long-term capital appreciation. This fund seeks to provide investors with access to high-quality international companies. The securities selected for inclusion in the fund are those that in the opinion of the subadviser are well-managed businesses with consistent operating histories and financial performance that have favorable long-term economic prospects and, in most cases, generate free cash flow. Under normal circumstances, at least 80% of the fund's assets are invested in equity securities or equity-linked instruments of issuers located outside the United States, including issuers in emerging markets countries.
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. 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.

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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