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MSAWX Morgan Stanley Inst Asia Opp C

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Fund MSAWX Morgan Stanley Inst Asia Opp C MASGX Matthews Asia ESG Investor  
Similarity
?
100% 86%
Annual Fees
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$232.31
(2.20% Exp. Ratio)
$152.06
(1.44% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$26,281.57 $33,151.76
Est. savings over 30 yrs +$6,870.18
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN -0.33%
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. Under normal market conditions, at least 80% of the Portfolio's assets will be invested in equity securities of issuers located in Asia, excluding Japan. The Portfolio's equity investments may include common and preferred stocks, convertible securities and equity-linked securities, rights and warrants to purchase common stocks, depositary receipts, exchange-traded funds ("ETFs"), limited partnership interests and other specialty securities having equity features.
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 of any market capitalization located in Asia that Matthews believes satisfy one or more of its environmental, social and governance ("ESG") standards. The fund may also invest in the convertible securities and fixed-income securities, of any duration or quality, including high yield securities (also known as "junk bonds"), of Asian companies.

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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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