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WWOCX Virtus Global Opportunities C

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Fund WWOCX Virtus Global Opportunities C SGAPX American Beacon SGA Global Growth Inv  
Similarity
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100% 87%
Annual Fees
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$232.11
(2.20% Exp. Ratio)
$144.54
(1.37% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$25,593.79 $32,979.19
Est. savings over 30 yrs +$7,385.40
Return
As of 11/30/16
1 YR RETURN 1.94%
3 YR 4.57%
5 YR 8.86%
10 YR 2.84%
1 YR RETURN 2.29%
3 YR 4.87%
5 YR 9.46%
10 YR --
Description
The investment seeks capital appreciation. This fund seeks to provide investors with exposure to high-quality global companies. The securities selected for inclusion in the fund are those believed by the subadviser to be well-managed businesses with consistent operating histories and financial performance that have favorable long-term economic prospects and, in most cases, generate free cash flow. Under normal circumstances, the fund invests in equity securities or equity-linked instruments of issuers located throughout the world, including issuers in emerging markets countries and issuers in the United States.
The investment seeks long-term capital appreciation. The fund will invest in securities of issuers located throughout the world, including the United States ("U.S."). Under normal circumstances, it will invest primarily in equity securities, with at least 40% of the fund's net assets in issuers organized, headquartered or doing a substantial amount of business outside the U.S. (or at least 30% if conditions are not deemed favorable by the sub-advisor). 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.

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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