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SAESX SunAmerica Japan A

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Fund SAESX SunAmerica Japan A MJFOX Matthews Japan Investor FJSCX Fidelity® Japan Smaller Companies  
Similarity
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100% 87% 86%
Annual Fees
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$201.01
(1.90% Exp. Ratio)
$104.74
(0.99% Exp. Ratio)
$105.79
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.79% annual return
$30,472.89 $40,199.00 $40,077.38
Est. savings over 30 yrs +$9,726.11 +$9,604.48
Return
As of 10/31/16
1 YR RETURN 2.84%
3 YR 3.77%
5 YR 6.76%
10 YR 0.69%
1 YR RETURN 13.48%
3 YR 8.85%
5 YR 12.52%
10 YR 3.64%
1 YR RETURN 15.44%
3 YR 6.13%
5 YR 14.82%
10 YR 3.42%
Description
The investment seeks long-term capital appreciation. The principal investment technique of the fund is active trading of securities of Japanese issuers and other investments that are tied economically to Japan ("Japanese companies"). Under normal circumstances, at least 80% of the fund's net assets, plus any borrowings for investment purposes, will be invested in Japanese companies. The fund will invest primarily in common stocks and may invest in securities of companies of any size.
The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of companies located in Japan. A company or other issuer is considered to be "located" in a country or a region, and a security or instrument will deemed to be an Asian (or specific country) security or instrument, if it has substantial ties to that country or region.
The investment seeks long-term growth of capital. The fund invests at least 80% of assets in securities of Japanese issuers, and other investments that are tied economically to Japan, with smaller market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell/Nomura Mid-Small Cap™ Index or the JASDAQ Index). It invests in securities of Japanese issuers with larger market capitalizations. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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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.

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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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