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IVGTX VY® Morgan Stanley Global Franchise S

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Fund IVGTX VY® Morgan Stanley Global Franchise S
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Annual Fees
(1.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.51% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 5.30%
3 YR 5.30%
5 YR 10.06%
10 YR 7.31%
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of issuers located throughout the world that The advisor believes have, among other things, resilient business franchises and growth potential. It may invest in securities of companies of any market capitalization. The sub-adviser emphasizes individual stock selection and seeks to identify undervalued securities of issuers located throughout the world, including both developed and emerging market countries. The fund normally invests in securities of issuers from a number of different countries, including the United States. It 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.


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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