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DQEIX Dreyfus Global Equity Income I

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Fund DQEIX Dreyfus Global Equity Income I PGVFX Polaris Global Value  
Similarity
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100% 88%
Annual Fees
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$108.66
(1.03% Exp. Ratio)
$104.44
(0.99% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$36,511.86 $36,957.16
Est. savings over 30 yrs +$445.31
Return
As of 12/31/16
1 YR RETURN 8.34%
3 YR 4.94%
5 YR 9.37%
10 YR --
1 YR RETURN 11.67%
3 YR 5.54%
5 YR 14.27%
10 YR 4.21%
Description
The investment seeks total return (consisting of capital appreciation and income). To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It seeks to focus on dividend-paying stocks of companies located in the developed capital markets, such as the United States, Canada, Japan, Australia, Hong Kong and Western Europe. The fund may invest up to 30% of its assets in emerging markets. It ordinarily invests in at least three countries, and, at times, may invest a substantial portion of its assets in a single country.
The investment seeks capital appreciation. Using a value-oriented approach, the fund invests primarily in the common stock (including American Depositary Receipts ("ADRs")) of companies of any size, both domestic and international, including emerging or developing markets. The Adviser generally views emerging or developing markets as those that are not included in the MSCI World Index. The fund may also invest in publicly traded master limited partnerships ("MLPs").

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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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