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TCWCX Templeton China World C

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Fund TCWCX Templeton China World C GXC SPDR® S&P China ETF YAO Guggenheim China All-Cap ETF  
100% 89% 89%
Annual Fees
(2.56% Exp. Ratio)
(0.59% Exp. Ratio)
(0.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.79% annual return
$24,833.51 $45,271.20 $43,792.25
Est. savings over 30 yrs +$20,437.69 +$18,958.74
As of 9/30/16
1 YR RETURN 15.97%
3 YR -1.39%
5 YR 2.78%
10 YR 5.35%
1 YR RETURN 17.84%
3 YR 4.17%
5 YR 8.81%
10 YR --
1 YR RETURN 16.79%
3 YR 3.54%
5 YR 8.26%
10 YR --
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in securities of "China companies." It also invests in American, Global and European Depositary Receipts. China companies may be any size across the entire market capitalization spectrum. In addition to the fund's main investments, the fund may invest up to 20% of its net assets in securities that do not qualify as China company securities, but whose issuers, in the judgment of the investment manager, are expected to benefit from developments in the economy of China, Hong Kong or Taiwan. It is non-diversified.
The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P China BMI Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is a market capitalization weighted index designed to define and measure the investable universe of publicly traded companies domiciled in China available to foreign investors. The fund is non-diversified.
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the AlphaShares China All Cap Index. The fund will invest at least 80% of its total assets in common stock, American depositary receipts ("ADRs"), American depositary shares ("ADSs"), global depositary receipts ("GDRs") and international depositary receipts ("IDRs) and depositary receipts or shares representing common stocks included in the index. The index is designed to measure and monitor the performance of the investable universe of publicly-traded companies based in mainland China. It 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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Yes, funds and ETFs charge fees

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