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AGCWX American Century Global Small Cap R

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Fund AGCWX American Century Global Small Cap R FIEG DB FI Enhanced Global High Yield ETN ACWF iShares Edge MSCI Multifactor Global  
Similarity
?
100% 90% 85%
Annual Fees
?
$212.06
(2.01% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
$52.75
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$27,127.47 $48,408.46 $42,918.95
Est. savings over 30 yrs +$21,280.99 +$15,791.47
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.56%
3 YR 4.18%
5 YR --
10 YR --
1 YR RETURN 2.09%
3 YR --
5 YR --
10 YR --
Description
The investment seeks capital growth. The fund will invest at least 80% of its net assets in securities issued by small cap companies. The portfolio managers consider small cap companies to include companies with market capitalizations not greater than that of the largest company on the MSCI ACWI Small Cap Index at the time of investment. The fund invests in countries world-wide, including the United States, foreign developed countries and emerging markets.
FI Enhanced Global High Yield Exchange Traded Notes Linked to the MSCI World High Dividend Yield USD Gross Total Return Index due October 12, 2023 (the “securities”).
The investment seeks to track the investment results of the MSCI ACWI Diversified Multiple-Factor Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The underlying index is designed to select equity securities from MSCI ACWI Index (the "parent index") that have high exposure to four investment style factors: value, quality, momentum and low size, while maintaining a level of risk similar to that of the parent index. 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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