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THOCX Thornburg Global Opportunities C

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Fund THOCX Thornburg Global Opportunities C FIGY Barclays ETN+ FI Enhanced Glb Hi Yld TYGGX Touchstone Global Growth Y  
100% 95% 87%
Annual Fees
(2.10% Exp. Ratio)
(0.64% Exp. Ratio)
(1.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.49% annual return
$26,302.97 $41,008.28 $36,114.47
Est. savings over 30 yrs +$14,705.31 +$9,811.50
As of 9/30/16
1 YR RETURN 1.81%
3 YR 7.61%
5 YR 13.47%
10 YR 7.71%
1 YR RETURN 28.97%
3 YR 9.11%
5 YR --
10 YR --
1 YR RETURN 14.75%
3 YR 10.19%
5 YR --
10 YR --
The investment seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world. The fund invests primarily in a broad range of equity securities, including common stocks, preferred stocks, real estate investment trusts, other equity trusts and partnership interests. It may invest in any stock or other equity security which the investment adviser believes may assist the fund invests in pursuing its goals, including smaller companies with market capitalization of less than $500 million.
Barclays ETN+ FI Enhanced Global High Yield Exchange Traded Notes (the “ETNs”) that Barclays Bank PLC may issue from time to time are linked to a leveraged participation in the performance of the MSCI World High Dividend Yield USD Gross Total Return Index (the “Index”). The ETNs seek to approximate the returns that might be available to investors through a leveraged “long” investment in the Index. The Index is designed to track the performance of large and mid cap stocks (excluding REITS) across 24 developed markets countries tracked by the MSCI World Index.
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.

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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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