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GMOTX GMO Taiwan III

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Fund GMOTX GMO Taiwan III EWT iShares MSCI Taiwan Capped  
Similarity
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100% 89%
Annual Fees
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$141.74
(1.34% Exp. Ratio)
$65.58
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.78% annual return
$35,957.21 $44,722.12
Est. savings over 30 yrs +$8,764.91
Return
As of 11/30/16
1 YR RETURN 12.97%
3 YR 0.78%
5 YR 3.47%
10 YR 2.88%
1 YR RETURN 17.79%
3 YR 4.75%
5 YR 8.06%
10 YR 3.53%
Description
The investment seeks total return in excess of that of its benchmark, the MSCI Taiwan Index. The fund typically invests directly and indirectly (e.g., through underlying funds or derivatives) in equities of companies doing business in or otherwise tied economically to Taiwan. Under normal circumstances, it invests directly and indirectly at least 80% of its assets in investments tied economically to Taiwan. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI Taiwan 25/50 Index. The fund will at all times invest at least 80% of its assets in the securities of its underlying index and in depositary receipts representing securities in its underlying index. The underlying index may include large-, mid- or small-capitalization companies. Components of the underlying index primarily include financials, information technology and materials companies. 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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