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HNSRX Hartford International Small Company R3

5 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund HNSRX Hartford International Small Company R3 PRIDX T. Rowe Price International Discovery TNSYX Touchstone International Small Cap Y  
Similarity
?
100% 90% 93%
Annual Fees
?
$174.03
(1.65% Exp. Ratio)
$126.56
(1.20% Exp. Ratio)
$138.17
(1.31% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.47% annual return
$29,998.48 $34,401.45 $33,270.77
Est. savings over 30 yrs +$4,402.96 +$3,272.29
Return
As of 11/30/16
1 YR RETURN -8.31%
3 YR -2.34%
5 YR 8.01%
10 YR 2.94%
1 YR RETURN 0.43%
3 YR 3.85%
5 YR 10.83%
10 YR 5.26%
1 YR RETURN -8.21%
3 YR 0.89%
5 YR 8.72%
10 YR 4.34%
Description
The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities, including non-dollar securities, of foreign small-capitalization companies. The fund diversifies its investments among a number of different countries throughout the world, with no limit on the amount of assets that may be invested in each country. The fund's investment approach is to invest in equity securities of foreign issuers that the sub-adviser, Wellington Management Company LLP ("Wellington Management"), believes have significant potential for capital appreciation.
The investment seeks long-term growth of capital through investments primarily in the common stocks of rapidly growing, small- to medium-sized companies outside the U.S. The managers expect to invest substantially all of its assets outside the U.S. and to diversify broadly among developed and emerging countries throughout the world. Normally, at least 80% of the fund's net assets (including any borrowings for investment purposes) will be invested in stocks.
The investment seeks to provide investors with capital appreciation. The fund normally invests at least 80% of its assets in equity securities of non-U.S. small-cap companies, including companies located in emerging market countries. Equity securities include common and preferred stocks and American Depositary Receipts ("ADRs").

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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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