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CACFX Invesco Greater China C

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Fund CACFX Invesco Greater China C PGJ PowerShares Golden Dragon China ETF KWEB KraneShares CSI China Internet ETF  
100% 87% 85%
Annual Fees
(2.63% Exp. Ratio)
(0.70% Exp. Ratio)
(0.72% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.79% annual return
$24,302.46 $43,789.76 $43,525.94
Est. savings over 30 yrs +$19,487.30 +$19,223.48
As of 9/30/16
1 YR RETURN 17.34%
3 YR 5.05%
5 YR 7.91%
10 YR 8.50%
1 YR RETURN 29.26%
3 YR 5.65%
5 YR 12.71%
10 YR 8.59%
1 YR RETURN 37.96%
3 YR 11.40%
5 YR --
10 YR --
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity or equity-related instruments issued by companies located or operating in Greater China and in other instruments that have economic characteristics similar to such securities. For this purpose, Greater China currently includes mainland China, Hong Kong, Macau and Taiwan. Up to 20% of the fund's net assets may be invested in equity and equity related instruments issued by companies or entities not meeting the above requirement or debt securities of issuers worldwide.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the NASDAQ Golden Dragon China Index. The fund generally will invest at least 90% of its total assets in equity securities of companies deriving a majority of their revenues from the People's Republic of China and that comprise the underlying index. The underlying index is composed of securities of U.S. exchange-listed companies that are headquartered or incorporated in the People's Republic of China. The fund is non-diversified.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the CSI Overseas China Internet Index (the "underlying index"). The fund will normally invest at least 80% of its total assets in equity securities of the underlying index, or in depositary receipts representing securities of the underlying index. The underlying index is designed to measure the performance of the investable universe of publicly traded China-based companies whose primary business or businesses are in the Internet and Internet-related sectors. 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.

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