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TIGVX Thornburg International Growth R3

2 lower fee alternatives found

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Fund TIGVX Thornburg International Growth R3 RIPNX Royce International Premier Investment RYIPX Royce International Premier Service  
Similarity
?
100% 85% 85%
Annual Fees
?
$158.20
(1.50% Exp. Ratio)
$125.51
(1.19% Exp. Ratio)
$151.88
(1.44% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.47% annual return
$31,401.85 $34,506.06 $31,980.79
Est. savings over 30 yrs +$3,104.20 +$578.94
Return
As of 11/30/16
1 YR RETURN -6.51%
3 YR -2.95%
5 YR 7.23%
10 YR --
1 YR RETURN -1.18%
3 YR 2.34%
5 YR 7.93%
10 YR --
1 YR RETURN -1.37%
3 YR 2.11%
5 YR 7.78%
10 YR --
Description
The investment seeks long-term growth of capital by investing in equity securities selected for their growth potential. The adviser expects to invest primarily in equity securities from issuers around the world (primarily common stocks) selected for their growth potential and, under normal market conditions, invests at least 75% of its assets in foreign securities or depository receipts of foreign securities. However, the fund may own a variety of securities, including domestic equity securities and partnership interests. The fund may invest in developing countries.
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.
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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