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LINPX Lord Abbett International Opp P

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Fund LINPX Lord Abbett International Opp P SCZ iShares MSCI EAFE Small-Cap VINEX Vanguard International Explorer Inv  
Similarity
?
100% 92% 91%
Annual Fees
?
$161.23
(1.53% Exp. Ratio)
$42.15
(0.40% Exp. Ratio)
$44.26
(0.42% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.38% annual return
$30,321.64 $42,698.71 $42,442.23
Est. savings over 30 yrs +$12,377.06 +$12,120.59
Return
As of 11/30/16
1 YR RETURN -5.22%
3 YR 0.00%
5 YR 8.45%
10 YR 2.22%
1 YR RETURN 0.46%
3 YR 1.88%
5 YR 9.47%
10 YR --
1 YR RETURN -2.66%
3 YR 1.59%
5 YR 8.67%
10 YR 2.84%
Description
The investment seeks long-term capital appreciation. To pursue its objective, the fund invests primarily in stocks of companies principally based outside the United States. The advisor normally intends to invest at least 65% of its net assets in equity securities of small companies generally having a market capitalization at the time of purchase of less than $5 billion. It may invest its remaining assets in equity securities of mid-sized or larger companies. The fund uses a "blend" strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.
The investment seeks to track the investment results of the MSCI EAFE Small Cap Index composed of small-capitalization developed market equities, excluding the U.S. and Canada. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index represents the small-cap segment of the MSCI EAFE IMI Index.
The investment seeks to provide long-term capital appreciation. The fund invests primarily in the equity securities of small-capitalization companies located in numerous countries outside the United States that an advisor believes offer the potential for capital appreciation. In doing so, each advisor considers, among other things, whether the company has the potential for above-average earnings growth, whether the company's securities are attractively valued, and whether the company has a sustainable competitive advantage. It uses multiple investment advisors.

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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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