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EPIBX EuroPac International Bond A

4 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund EPIBX EuroPac International Bond A AUNZ WisdomTree Australia & NZL Dbt ETF BEGBX American Century International Bd Inv  
Similarity
?
100% 85% 85%
Annual Fees
?
$117.18
(1.15% Exp. Ratio)
$45.85
(0.45% Exp. Ratio)
$82.53
(0.81% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.89% annual return
$12,408.89 $15,334.54 $13,755.28
Est. savings over 30 yrs +$2,925.65 +$1,346.39
Return
As of 10/31/16
1 YR RETURN 3.83%
3 YR -4.74%
5 YR -2.78%
10 YR --
1 YR RETURN 11.23%
3 YR -1.69%
5 YR -1.02%
10 YR --
1 YR RETURN 5.57%
3 YR -1.60%
5 YR -1.22%
10 YR 2.13%
Description
The investment seeks current income and capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in bonds issued by companies located in Europe and the Pacific Rim. The fund's advisor considers a country to be part of Europe if it is included in one of the MSCI European indexes and part of the Pacific Rim if any of its borders touches the Pacific Ocean.
The investment seeks a high level of total return consisting of both income and capital appreciation. The fund invests in bonds and other debt instruments ("Debt Securities") denominated in Australian or New Zealand dollars. Under normal circumstances, it will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in Debt Securities. For these purposes, Debt Securities include fixed income securities, such as bonds, notes or other debt obligations, denominated in Australian or New Zealand dollars, as well as certain derivatives and other instruments described herein. It is non-diversified.
The investment seeks total return. Under normal market conditions, the fund invests at least 80% of its net assets in bonds. It will invest primarily in non-dollar denominated debt securities issued by foreign governments and foreign companies. The fund will also invest in high-yield debt securities. It may invest in emerging market debt securities. The fund 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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