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EPIKX MainStay Epoch International Sm Cp C

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Fund EPIKX MainStay Epoch International Sm Cp C FSCOX Fidelity® International Small Cap Opp RIPNX Royce International Premier Investment  
Similarity
?
100% 92% 90%
Annual Fees
?
$275.31
(2.61% Exp. Ratio)
$123.41
(1.17% Exp. Ratio)
$125.52
(1.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.48% annual return
$22,430.09 $34,838.86 $34,627.97
Est. savings over 30 yrs +$12,408.77 +$12,197.88
Return
As of 12/31/16
1 YR RETURN -5.56%
3 YR -3.72%
5 YR 6.00%
10 YR 0.80%
1 YR RETURN -1.08%
3 YR 2.48%
5 YR 10.67%
10 YR 1.48%
1 YR RETURN -0.79%
3 YR 2.07%
5 YR 9.20%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund invests in a diversified portfolio consisting mostly of equity securities of companies located outside the U.S., which may include companies in emerging markets. It will invest at least 80% of its assets (net assets plus any borrowings for investment purposes) in the equity securities of "small capitalization" companies located outside of the U.S. It may invest more than 25% of its net assets in securities of companies located in each of the United Kingdom and Japan.
The investment seeks capital appreciation. The fund invests primarily in non-U.S. securities, including securities of issuers located in emerging markets. The fund 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). It invests primarily in common stocks. The fund allocates investments across different countries and regions. It 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.
The investment seeks long-term growth of capital. Normally, the fund invests at least 80% of its net assets in equity securities of such premier companies. At least 65% of these securities will be issued by companies with stock market capitalizations up to $3 billion at the time of investment. Under normal market circumstances, at least 65% of the fund's net assets will be invested in equity securities of international companies headquartered in at least three different countries.

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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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