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EEDFX AllianzGI Europe Equity Dividend A

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund EEDFX AllianzGI Europe Equity Dividend A HFEZ SPDR® EURO STOXX 50 Currency Hedged ETF DBEU Deutsche X-trackers MSCI Europe Hedgd Eq  
Similarity
?
100% 88% 91%
Annual Fees
?
$126.88
(1.20% Exp. Ratio)
$33.83
(0.32% Exp. Ratio)
$47.58
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$37,033.41 $48,319.92 $46,464.72
Est. savings over 30 yrs +$11,286.51 +$9,431.31
Return
As of 12/31/16
1 YR RETURN 3.08%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.01%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.15%
3 YR 5.59%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. The fund will normally invest at least 80% of its net assets (plus borrowings made for investment purposes) in equity securities and equity-related instruments. It will also normally invest at least 80% of its net assets (plus borrowings made for investment purposes) in securities of European issuers or in cash equivalents or fixed income securities denominated in euros or other European currencies. The fund's portfolio will normally consist of 30-60 securities.
The investment seeks to track the performance of the EURO STOXX 50 Hedged USD Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in depositary receipts based on securities comprising the index. The index is a market capitalization weighted index designed to represent the performance of some of the largest companies across components of the 19 EURO STOXX Supersector Indexes, with the currency risk of the component securities hedged against the U.S. dollar on a monthly basis. The EURO STOXX Supersector Indexes are subsets of the EURO STOXX Index. The fund is non-diversified.
The investment seeks investment results that correspond generally to the performance, before fees and expenses, of the MSCI Europe US Dollar Hedged Index. The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, of the underlying index, which is designed to track the performance of the developed markets in Europe, while mitigating exposure to fluctuations between the value of the U.S. dollar and the currencies of the countries included in the underlying index. It will invest at least 80% of its total assets in component securities of the underlying index.

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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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