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RERCX American Funds Europacific Growth R3

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Fund RERCX American Funds Europacific Growth R3 JOHIX JOHCM International Select I BUFIX Buffalo International  
Similarity
?
100% 89% 87%
Annual Fees
?
$120.33
(1.14% Exp. Ratio)
$109.77
(1.04% Exp. Ratio)
$111.88
(1.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$35,853.02 $36,957.13 $36,733.71
Est. savings over 30 yrs +$1,104.10 +$880.69
Return
As of 11/30/16
1 YR RETURN -2.43%
3 YR -0.77%
5 YR 5.91%
10 YR 2.57%
1 YR RETURN 3.73%
3 YR 2.91%
5 YR 9.65%
10 YR --
1 YR RETURN -0.95%
3 YR -0.08%
5 YR 6.17%
10 YR --
Description
The investment seeks long-term growth of capital. The fund invests primarily in common stocks of issuers in Europe and the Pacific Basin that the investment adviser believes have the potential for growth. Growth stocks are stocks that the investment adviser believes have the potential for above-average capital appreciation. It normally will invest at least 80% of its net assets in securities of issuers in Europe and the Pacific Basin. The fund may invest a portion of its assets in common stocks and other securities of companies in emerging markets.
The investment seeks long-term capital appreciation. The fund invests, under normal market conditions, primarily in equity securities of companies headquartered outside the United States, including those in emerging market countries. The fund may invest in foreign companies of any size, including small and mid-capitalization companies, in order to achieve its objective. Equity securities include common and preferred stocks, rights and warrants.
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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