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MYINX Mainstay International Opportunities Inv

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Fund MYINX Mainstay International Opportunities Inv QFVOX Pear Tree Polaris Foreign Value Ord  
Similarity
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100% 85%
Annual Fees
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$181.66
(1.72% Exp. Ratio)
$161.59
(1.53% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$30,604.42 $32,430.07
Est. savings over 30 yrs +$1,825.65
Return
As of 11/30/16
1 YR RETURN -4.17%
3 YR -1.65%
5 YR 7.69%
10 YR --
1 YR RETURN 0.31%
3 YR -0.97%
5 YR 8.37%
10 YR 1.92%
Description
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of foreign companies. It will typically invest in companies with capitalizations similar to those in the MSCI EAFE® Index at the time of investment. It generally will hold long positions, either directly or through equity-related derivatives (such as futures, options, and total return swaps), which may total up to 140% of the fund's net assets, and short positions, either directly or through equity-related derivatives (such as futures, options, and total return swaps), which may total up to 40% of the fund's net assets.
The investment seeks long-term growth of capital and income. Under normal market conditions, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities, warrants, and rights derivative of or convertible into common stocks, in each case issued by foreign markets issuers. It defines a foreign markets issuer to be an issuer that derives at least 50 percent of its gross revenues or profits from goods or services produced in non-U.S. markets or from sales made in non-U.S. markets. The fund generally will be invested in issuers in ten or more foreign countries. It is non-diversified.

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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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