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RNPFX American Funds New Perspective R5

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Fund RNPFX American Funds New Perspective R5 FIEG DB FI Enhanced Global High Yield ETN  
Similarity
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100% 90%
Annual Fees
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$52.75
(0.50% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$42,931.15 $48,422.23
Est. savings over 30 yrs +$5,491.08
Return
As of 11/30/16
1 YR RETURN -0.17%
3 YR 4.16%
5 YR 10.88%
10 YR 6.21%
1 YR RETURN 8.56%
3 YR 4.18%
5 YR --
10 YR --
Description
The investment seeks long-term growth of capital; future income is a secondary objective. The fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world. In pursuing its primary investment objective, it invests primarily in common stocks that the investment adviser believes have the potential for growth. In pursuing its secondary objective, the fund invests in common stocks of companies with the potential to pay dividends in the future.
FI Enhanced Global High Yield Exchange Traded Notes Linked to the MSCI World High Dividend Yield USD Gross Total Return Index due October 12, 2023 (the “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.

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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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