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TFSCX Templeton Ins Foreign Smaller Co Ser Adv

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Fund TFSCX Templeton Ins Foreign Smaller Co Ser Adv PDN PowerShares FTSE RAFI DvMkt exUS S/M ETF  
Similarity
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100% 90%
Annual Fees
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$103.48
(0.98% Exp. Ratio)
$52.80
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.59% annual return
$38,102.31 $44,051.03
Est. savings over 30 yrs +$5,948.72
Return
As of 12/31/16
1 YR RETURN -0.85%
3 YR -0.79%
5 YR 7.73%
10 YR 4.77%
1 YR RETURN 6.37%
3 YR 1.70%
5 YR 7.79%
10 YR --
Description
The investment seeks long-term capital growth. Under normal market conditions, the fund invests at least 80% of its net assets in investments of smaller companies located outside the U.S., including emerging markets. For purposes of this 80% policy, smaller companies are defined as those with market capitalizations that do not exceed $4 billion. It may invest more than 25% of its assets in the securities of issuers located in any one country.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the FTSE RAFI Developed ex U.S. Mid Small 1500 Index. The fund will invest at least 90% of its total assets in securities of small-and mid-capitalization companies that are classified as "developed" within the country classification definition of FTSE International Limited ("FTSE" or the "index provider"), excluding the United States, and that comprise the underlying index, as well as American depositary receipts ("ADRs") and global depositary receipts ("GDRs") that are based on the securities in the underlying 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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