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LINTX Lord Abbett International Opp R5

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Fund LINTX Lord Abbett International Opp R5 SCZ iShares MSCI EAFE Small-Cap FNDC Schwab Fundamental Intl Sm Co ETF  
Similarity
?
100% 92% 89%
Annual Fees
?
$113.81
(1.08% Exp. Ratio)
$42.15
(0.40% Exp. Ratio)
$48.47
(0.46% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.38% annual return
$34,766.24 $42,698.71 $41,933.74
Est. savings over 30 yrs +$7,932.46 +$7,167.50
Return
As of 11/30/16
1 YR RETURN -4.77%
3 YR 0.33%
5 YR 8.70%
10 YR 2.38%
1 YR RETURN 0.46%
3 YR 1.88%
5 YR 9.47%
10 YR --
1 YR RETURN 5.99%
3 YR 2.85%
5 YR --
10 YR --
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 track as closely as possible, before fees and expenses, the total return of the Russell RAFI Developed ex-U.S. Small 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 small 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.

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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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