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MGCSX Managed Account Global SmallCap

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Fund MGCSX Managed Account Global SmallCap
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Similarity
?
100%
Annual Fees
?
$0.00
(0.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$49,894.81
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 4.60%
3 YR 2.17%
5 YR 10.71%
10 YR 6.86%
Description
The investment seeks long-term growth of capital. The fund invests in a diversified portfolio primarily consisting of equity securities of small cap issuers in various foreign countries and in the United States. Under normal circumstances, it invests at least 80% of its assets in equity securities of small cap issuers. Small cap issuers are those whose market capitalization is similar to the market capitalization of companies in the Morgan Stanley Capital International ("MSCI") All Country World Small Cap IndexSM at the time of the fund's investment.

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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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