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EUGKX Shelton European Growth & Income K

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Fund EUGKX Shelton European Growth & Income K VGK Vanguard FTSE Europe ETF VEUSX Vanguard European Stock Index Adm  
Similarity
?
100% 92% 92%
Annual Fees
?
$158.59
(1.50% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$33,752.57 $51,236.08 $51,236.08
Est. savings over 30 yrs +$17,483.51 +$17,483.51
Return
As of 10/31/16
1 YR RETURN -7.24%
3 YR -3.94%
5 YR 2.73%
10 YR -0.49%
1 YR RETURN -6.43%
3 YR -2.59%
5 YR 4.96%
10 YR 1.05%
1 YR RETURN -6.48%
3 YR -2.61%
5 YR 4.94%
10 YR 1.04%
Description
The investment seeks long term capital appreciation and income by investing in large-sized European companies. The fund invests primarily in the sponsored and non-sponsored ADRs of large-sized companies located in Europe. In selecting securities, the manager attempts to use the Dow Jones European STOXX 50 Index as a target portfolio and a basis for selecting investments. Under normal market conditions, it is the fund's policy to invest 80% of its total assets (which includes the amount of any borrowings for investment purposes) in ADRs of companies located in Europe.
The investment seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in the major markets of Europe. The fund employs an indexing investment approach by investing all, or substantially all, of its assets in the common stocks included in the FTSE Developed Europe All Cap Index. The FTSE Developed Europe All Cap Index is a market-capitalization-weighted index that is made up of approximately 1,229 common stocks of large-, mid-, and small-cap companies located in 16 European countries-mostly companies in the United Kingdom, France, Switzerland, and Germany.
The investment seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in the major markets of Europe. The fund employs an indexing investment approach by investing all, or substantially all, of its assets in the common stocks included in the FTSE Developed Europe All Cap Index. The FTSE Developed Europe All Cap Index is a market-capitalization-weighted index that is made up of approximately 1,229 common stocks of large-, mid-, and small-cap companies located in 16 European countries-mostly companies in the United Kingdom, France, Switzerland, and Germany.

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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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