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JFGAX JHancock Fundamental Global Fran A

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Fund JFGAX JHancock Fundamental Global Fran A ARTRX Artisan Global Opportunities Inv  
Similarity
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100% 86%
Annual Fees
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$135.04
(1.28% Exp. Ratio)
$125.55
(1.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$33,894.04 $34,833.41
Est. savings over 30 yrs +$939.36
Return
As of 11/30/16
1 YR RETURN -0.71%
3 YR 5.53%
5 YR --
10 YR --
1 YR RETURN 5.06%
3 YR 6.31%
5 YR 13.18%
10 YR --
Description
The investment seeks to provide capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in securities of franchise companies. A franchise company is one whose return on invested capital over a three-year period is above its cost of capital. At least 40% of the value of the fund's net assets will be invested in issuers domiciled outside of the United States, which includes securities for which the relevant reference entity is domiciled outside the United States, such as American Depositary Receipts (ADRs) that trade on U.S. exchanges. The fund is non-diversified.
The investment seeks maximum long-term capital growth. The fund's investment team employs a fundamental investment process to construct a diversified portfolio of U.S. and non-U.S. growth companies across a broad capitalization range. The team seeks to invest in companies that the advisor believes possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value.

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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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