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BGOCX Brandes Global Opportunities Value C

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Fund BGOCX Brandes Global Opportunities Value C RGRO Oppenheimer Global Growth Revenue ETF  
100% 86%
Annual Fees
(2.15% Exp. Ratio)
(0.54% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$27,010.25 $44,071.46
Est. savings over 30 yrs +$17,061.20
As of 12/31/16
1 YR RETURN 15.52%
3 YR --
5 YR --
10 YR --
1 YR RETURN 17.93%
3 YR --
5 YR --
10 YR --
The investment seeks long term capital appreciation. The fund invests primarily in equity securities of U.S. and foreign companies. These companies have market capitalizations of any size. The fund will invest in at least three different countries, and invest at least 40 percent of its assets outside of the United States or, if conditions are not favorable at the time of purchase, at least 30 percent of its assets outside of the United States.
The investment seeks to outperform the total return performance of the S&P Global Broad Market Index, the fund's benchmark index. The fund seeks to achieve its investment objective by attempting to replicate the portfolio of the OFI Revenue Weighted Global Growth Index™. The underlying index is constructed by identifying the top five developed market (including the United States) and top five emerging market countries represented in the benchmark index with the highest gross domestic product ("GDP") growth. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of companies included in the benchmark index.

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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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