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JCOAX JHancock Greater China Opportunities A

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Fund JCOAX JHancock Greater China Opportunities A MCDFX Matthews China Dividend Investor  
Similarity
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100% 86%
Annual Fees
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$181.93
(1.72% Exp. Ratio)
$125.87
(1.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.78% annual return
$32,026.32 $37,633.93
Est. savings over 30 yrs +$5,607.61
Return
As of 11/30/16
1 YR RETURN 4.94%
3 YR 0.26%
5 YR 6.83%
10 YR 4.17%
1 YR RETURN 11.26%
3 YR 6.29%
5 YR 11.57%
10 YR --
Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of companies located in China, Hong Kong, or Taiwan (Greater China). These companies (1) have securities that are traded principally on stock exchanges in Greater China countries, (2) are organized under the laws of and conduct business in a Greater China country, or (3) derive more than half of their revenues from Greater China operations. Equity securities include common and preferred stocks and their equivalents. It is non-diversified.
The investment seeks total return with an emphasis on providing current income. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in dividend-paying equity securities of companies located in China. It may also invest in convertible debt and equity securities. China also includes its administrative and other districts, such as Hong Kong.

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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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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

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