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IEGCX Invesco International Small Company C

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Fund IEGCX Invesco International Small Company C FISMX Fidelity® International Small Cap  
Similarity
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100% 87%
Annual Fees
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$240.26
(2.28% Exp. Ratio)
$139.10
(1.32% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.38% annual return
$24,106.73 $32,322.79
Est. savings over 30 yrs +$8,216.06
Return
As of 11/30/16
1 YR RETURN 5.54%
3 YR -2.91%
5 YR 2.49%
10 YR 1.98%
1 YR RETURN 7.43%
3 YR 3.10%
5 YR 10.83%
10 YR 5.21%
Description
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small-capitalization issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities and depositary receipts of foreign issuers. The fund's managers consider an issuer to be a small-capitalization issuer if it has a market capitalization, at the time of purchase, no larger than the largest capitalized issuer included in the Russell 2000® Index.
The investment seeks capital appreciation. The fund invests primarily in non-U.S. securities, including securities of issuers located in emerging markets. It invests at least 80% of assets in securities of companies with small market capitalizations (which, for purposes of this fund, are those companies with market capitalizations of $5 billion or less). The fund invests primarily in common stocks. It allocates investments across different countries and regions. The fund 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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