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MIOFX Marsico International Opportunities

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Fund MIOFX Marsico International Opportunities VWIGX Vanguard International Growth Inv FIVFX Fidelity® International Capital Apprec  
Similarity
?
100% 85% 89%
Annual Fees
?
$168.88
(1.60% Exp. Ratio)
$49.61
(0.47% Exp. Ratio)
$119.27
(1.13% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$31,171.70 $43,906.39 $35,961.98
Est. savings over 30 yrs +$12,734.68 +$4,790.28
Return
As of 11/30/16
1 YR RETURN -9.37%
3 YR -3.21%
5 YR 4.00%
10 YR 0.36%
1 YR RETURN -1.05%
3 YR -0.91%
5 YR 6.38%
10 YR 2.71%
1 YR RETURN -4.66%
3 YR 1.62%
5 YR 8.66%
10 YR 2.69%
Description
The investment seeks long-term growth of capital. The fund invests primarily (no less than 65% of its total assets) in common stocks of foreign companies that are selected for their long-term growth potential, including foreign securities, whether traded in the U.S. or in foreign markets or both. The adviser normally invests in the securities of issuers that are economically tied to one or more foreign countries, and expects to be invested in various issuers or securities that together have ties to at least four different foreign countries. The fund may invest in an unlimited number of companies of any size throughout the world.
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 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.

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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