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JVXIX Virtus Foreign Opportunities I

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Fund JVXIX Virtus Foreign Opportunities I FIVFX Fidelity® International Capital Apprec  
Similarity
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100% 86%
Annual Fees
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$122.44
(1.16% Exp. Ratio)
$119.27
(1.13% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$35,636.06 $35,961.98
Est. savings over 30 yrs +$325.92
Return
As of 11/30/16
1 YR RETURN -5.71%
3 YR 0.43%
5 YR 4.86%
10 YR 2.30%
1 YR RETURN -4.66%
3 YR 1.62%
5 YR 8.66%
10 YR 2.69%
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. The fund normally invests primarily in non-U.S. securities, including securities of issuers located in emerging markets. It normally invests primarily in common stocks. The fund allocates investments across different countries and regions. It 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.

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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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