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WTIFX Westcore International Small-Cap Retail

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Fund WTIFX Westcore International Small-Cap Retail TMFEX Motley Fool Epic Voyage  
Similarity
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100% 87%
Annual Fees
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$158.22
(1.50% Exp. Ratio)
$119.19
(1.13% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.48% annual return
$31,464.44 $35,210.25
Est. savings over 30 yrs +$3,745.81
Return
As of 10/31/16
1 YR RETURN 8.84%
3 YR -3.72%
5 YR 4.64%
10 YR 4.43%
1 YR RETURN 10.76%
3 YR -0.82%
5 YR --
10 YR --
Description
The investment seeks to achieve long-term growth of capital primarily through investments in international small-cap companies. The fund invests primarily in the common stock of approximately 35 to 60 foreign small-cap companies that are trading at a discount to the portfolio management team's estimated intrinsic value of such company with the potential to grow their earnings and cash flows. Normally, at least 80% of the value of the fund's net assets, plus any borrowings for investment purposes, is invested in international small-cap companies.
The investment seeks to achieve long-term capital appreciation. The fund invests primarily in common stocks of foreign companies. The adviser defines foreign companies as companies located or organized outside the United States or whose primary business is carried on outside the United States. Under normal market circumstances, it seeks to stay fully invested and does not attempt to time the market. The fund seeks investment returns that exceed the return of the Russell Global ex-US 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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