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TEWTX Templeton World C

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Fund TEWTX Templeton World C IOO iShares Global 100 VHGEX Vanguard Global Equity Inv  
100% 86% 87%
Annual Fees
(1.81% Exp. Ratio)
(0.40% Exp. Ratio)
(0.57% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.49% annual return
$28,747.73 $44,092.62 $41,889.87
Est. savings over 30 yrs +$15,344.89 +$13,142.13
As of 9/30/16
1 YR RETURN 5.86%
3 YR -0.21%
5 YR 8.61%
10 YR 2.69%
1 YR RETURN 11.50%
3 YR 4.45%
5 YR 9.98%
10 YR 3.61%
1 YR RETURN 12.11%
3 YR 6.38%
5 YR 12.54%
10 YR 4.51%
The investment seeks long-term capital growth. The fund invests primarily in the equity securities of companies located anywhere in the world, including developing markets. Under normal circumstances, it will invest in issuers located in at least three different countries (including the U.S.). The equity securities in which the fund invests are primarily common stock, and may include smaller and midsize companies. Although the investment manager will search for investments across a large number of countries and sectors, from time to time, based on economic conditions, it may have significant positions in particular countries or sectors.
The investment seeks to track the investment results of the S&P Global 100TM (the "underlying index"), which is designed to measure the performance of the stocks of 100 large-capitalization global companies. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.
The investment seeks long-term capital appreciation. The fund invests primarily in U.S. and foreign equity securities chosen mainly on the basis of bottom-up stock analysis. It typically invests across a wide range of industries, and its holdings are expected to represent a mix of value and growth stocks, as well as a mix of developed and emerging markets stocks, across the capitalization spectrum. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities. The fund uses multiple investment advisors.

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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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