Investment Test Drive

IIOPX Invesco Global Opportunities R5

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund IIOPX Invesco Global Opportunities R5 FIEG DB FI Enhanced Global High Yield ETN DODWX Dodge & Cox Global Stock  
Similarity
?
100% 87% 86%
Annual Fees
?
$81.23
(0.77% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
$66.46
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$39,505.14 $48,342.43 $41,211.89
Est. savings over 30 yrs +$8,837.29 +$1,706.75
Return
As of 12/31/16
1 YR RETURN 10.93%
3 YR 1.66%
5 YR --
10 YR --
1 YR RETURN 17.55%
3 YR 4.85%
5 YR --
10 YR --
1 YR RETURN 17.10%
3 YR 4.82%
5 YR 13.18%
10 YR --
Description
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of domestic and foreign issuers. It is an all-capitalization portfolio, which will invest primarily in securities within the market capitalization range of the MSCI All Country World Index. Under normal circumstances, the fund will provide exposure to investments that are economically tied to at least three different countries, including the United States. At least 40% of the fund's net assets will provide exposure to investments that are economically tied to countries other than the United States.
The investment seeks a return Linked to the MSCI World High Dividend Yield USD Gross Total Return Index due October 12, 2023 (the “securities”).
The investment seeks long-term growth of principal and income. Under normal circumstances, the fund will invest at least 40% of its total assets in securities of non-U.S. companies and at least 80% of its total assets in equity securities, including common stocks, depositary receipts evidencing ownership of common stocks, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks.

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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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