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IFTAX VY® Templeton Foreign Equity A

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Fund IFTAX VY® Templeton Foreign Equity A FNDF Schwab Fundamental Intl Lg Co ETF SFNNX Schwab Fdmtl Intl Lg Co Idx  
Similarity
?
100% 93% 92%
Annual Fees
?
$151.10
(1.43% Exp. Ratio)
$33.81
(0.32% Exp. Ratio)
$36.98
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$33,886.82 $47,416.45 $46,990.19
Est. savings over 30 yrs +$13,529.63 +$13,103.37
Return
As of 10/31/16
1 YR RETURN -3.93%
3 YR -3.03%
5 YR 3.84%
10 YR 1.54%
1 YR RETURN -0.20%
3 YR -1.20%
5 YR --
10 YR --
1 YR RETURN 0.07%
3 YR -1.22%
5 YR 5.09%
10 YR --
Description
The investment seeks long-term capital growth. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in foreign (non-U.S.) equity securities, including countries with emerging securities markets. Equity securities include common stocks, preferred stocks, and convertible securities. Convertible securities are debt securities or preferred stock that may be converted into common stock after certain time periods or under certain circumstances.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Russell RAFI Developed ex-U.S. Large Company Index. The fund will invest at least 90% of its net assets in stocks included in the index, including depositary receipts representing securities of the index; which may be in the form of American Depositary receipts, Global Depositary receipts and European Depositary receipts. The index measures the performance of the large company size segment by fundamental overall company scores, which are created using as the universe the companies included in the Russell Developed ex-U.S. Index.
The investment seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell RAFI ex-U.S. Large Company Index. To pursue its goal, the fund primarily invests in stocks that are included in the Russell RAFI Developed ex-U.S. Large Company Index (the index). The index measures the performance of the large company size segment by fundamental overall company scores (scores), which are created using as the universe the companies in the Russell Developed ex-U.S. Index (the Russell 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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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

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