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IEGIX Invesco International Small Company R5

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Fund IEGIX Invesco International Small Company R5 GWX SPDR® S&P International Small Cap ETF  
100% 86%
Annual Fees
(1.18% Exp. Ratio)
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.35% annual return
$33,453.65 $42,352.42
Est. savings over 30 yrs +$8,898.76
As of 9/30/16
1 YR RETURN 15.24%
3 YR 0.63%
5 YR 6.00%
10 YR 4.87%
1 YR RETURN 16.26%
3 YR 4.43%
5 YR 9.06%
10 YR --
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 investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Developed Ex-U.S. under USD2 Billion Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts or Global Depositary Receipts based on securities comprising the index. The index is a market capitalization weighted index designed to define and measure the investable universe of publicly traded small-cap companies, as defined by the index, domiciled in developed countries outside the United States. 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.

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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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