Investment Test Drive

MGLBX Marsico Global

6 lower fee alternatives found

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Fund MGLBX Marsico Global TYGGX Touchstone Global Growth Y HGGIX Harbor Global Growth Inv  
Similarity
?
100% 86% 97%
Annual Fees
?
$168.81
(1.60% Exp. Ratio)
$122.38
(1.16% Exp. Ratio)
$133.99
(1.27% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$30,756.23 $35,161.08 $34,005.90
Est. savings over 30 yrs +$4,404.85 +$3,249.67
Return
As of 11/30/16
1 YR RETURN -5.95%
3 YR 0.62%
5 YR 10.49%
10 YR --
1 YR RETURN -0.62%
3 YR 5.44%
5 YR --
10 YR --
1 YR RETURN -5.17%
3 YR 0.93%
5 YR 10.65%
10 YR --
Description
The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of U.S. and foreign companies that are selected for their long-term growth potential. Under normal market conditions, it will invest significantly (generally, at least 40% of its net assets) in the securities of issuers organized or located outside the U.S. or doing business outside the U.S. or other foreign securities. The fund will invest its assets in various regions and countries, including the U.S., that encompass not less than three different countries overall.
The investment seeks to achieve long-term capital appreciation. The fund will generally invest its net assets (plus any borrowings for investment purposes) in equity securities of large capitalization issuers. Equity securities include, but are not limited to, common stocks, preferred stocks, securities convertible into common stocks, rights and warrants. Under normal market conditions, at least 40% of the fund's net assets will be invested in the securities of foreign issuers including those in emerging markets, through, but not limited to, American Depository Receipts ("ADRs") or other depositary receipts. The fund is non-diversified.
The investment seeks long-term growth of capital. The fund invests primarily in common stocks of a limited number of U.S. and foreign companies that are selected for their long-term growth potential. It invests significantly (generally, at least 40% of its net assets) in the securities of issuers economically tied to foreign countries (unless market conditions are not deemed favorable by the Subadviser, in which case the fund generally will invest less than 40%, but at least 30%, of its assets in such foreign securities).

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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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