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LCRNX ClearBridge International Sm Cap A2

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Fund LCRNX ClearBridge International Sm Cap A2 QUSOX Pear Tree Polaris Fgn Val Sm Cap Ord  
Similarity
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100% 90%
Annual Fees
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$175.39
(1.66% Exp. Ratio)
$165.88
(1.57% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$31,515.30 $32,392.16
Est. savings over 30 yrs +$876.86
Return
As of 10/31/16
1 YR RETURN -2.69%
3 YR 0.31%
5 YR 8.97%
10 YR --
1 YR RETURN 0.82%
3 YR 3.68%
5 YR 9.08%
10 YR --
Description
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities of small capitalization companies or other investments with similar economic characteristics. It will invest substantially all its assets outside the United States. It may focus a significant portion of its investments in one or more countries from time to time.
The investment seeks long-term growth of capital and income. Under normal market conditions, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities, warrants, and rights derivative of or convertible into common stocks, in each case issued by small cap foreign markets issuers. It generally will be invested in issuers in ten or more foreign countries. The fund may invest in other derivatives for the purpose of hedging the value of the portfolio or to establish a position in the future. It is non-diversified.

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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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