Investment Test Drive

FHKCX Fidelity® China Region

3 lower fee alternatives found

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Fund FHKCX Fidelity® China Region CXSE WisdomTree China ex-State-Owd Entpr ETF QQQC Global X NASDAQ China Technology ETF  
Similarity
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100% 86% 85%
Annual Fees
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$107.89
(1.02% Exp. Ratio)
$56.06
(0.53% Exp. Ratio)
$68.75
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.77% annual return
$39,568.35 $45,886.82 $44,254.82
Est. savings over 30 yrs +$6,318.47 +$4,686.47
Return
As of 12/31/16
1 YR RETURN -5.24%
3 YR -1.85%
5 YR 7.27%
10 YR 5.95%
1 YR RETURN -1.20%
3 YR -0.34%
5 YR --
10 YR --
1 YR RETURN -2.62%
3 YR 1.50%
5 YR 11.33%
10 YR --
Description
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of Hong Kong, Taiwanese, and Chinese issuers and other investments that are tied economically to the China region. It normally invests primarily in common stocks. The fund allocates investments across different China region countries. It invests up to 35% of total assets in any industry that accounts for more than 20% of the Hong Kong, Taiwanese, and Chinese market. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree China ex-State-Owned Enterprises Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a float-adjusted market cap weighted index that consists of common stocks in China, excluding common stocks of "state-owned enterprises." The fund is non-diversified.
The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the NASDAQ OMX China Technology Index. The fund invests at least 80% of its total assets in the securities of the underlying index and in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") based on the securities in the underlying index. The underlying index is designed to track the performance of the technology sector in China. 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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