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IVWIX IVA Worldwide I

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Fund IVWIX IVA Worldwide I
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Similarity
?
100%
Annual Fees
?
$104.25
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$25,754.33
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 4.37%
3 YR 2.56%
5 YR 5.70%
10 YR --
Description
The investment seeks long-term growth of capital by investing in a range of securities and asset classes from markets around the world, including U.S. markets. The fund under normal market conditions, will invest no less than 30%, although the advisor intends to invest at least 40%, of its total assets in equity and debt securities issued by foreign companies and governments. It may invest in companies based in emerging markets, typically in the Far East, Latin America and Eastern Europe, as well as in companies operating in developed countries, such as those of the U.S., Canada, Japan and Western Europe.

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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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