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MGRTX MFS International Growth R3

4 lower fee alternatives found

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Fund MGRTX MFS International Growth R3 VWIGX Vanguard International Growth Inv BUFIX Buffalo International  
Similarity
?
100% 91% 93%
Annual Fees
?
$128.77
(1.22% Exp. Ratio)
$49.61
(0.47% Exp. Ratio)
$111.88
(1.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$34,997.74 $43,912.63 $36,738.93
Est. savings over 30 yrs +$8,914.89 +$1,741.19
Return
As of 10/31/16
1 YR RETURN 0.67%
3 YR -0.08%
5 YR 4.83%
10 YR 3.35%
1 YR RETURN 3.59%
3 YR 0.90%
5 YR 6.61%
10 YR 3.44%
1 YR RETURN 1.91%
3 YR 1.96%
5 YR 6.50%
10 YR --
Description
The investment seeks capital appreciation. The fund normally invests its assets primarily in foreign equity securities, including emerging market equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund's assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies).
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.
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of established companies that are economically tied to various countries throughout the world (excluding the U.S.). It may invest directly or indirectly in foreign securities or foreign currencies of both developed and developing countries. The fund advisor does not expect its investments in emerging markets to exceed 35% of its net assets. It may invest in securities of companies of any size and in any sector.

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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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