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IDJAX Voya Euro STOXX 50® Index Port A

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Fund IDJAX Voya Euro STOXX 50® Index Port A FEZ SPDR® EURO STOXX 50 ETF DBEU Deutsche X-trackers MSCI Europe Hedgd Eq  
Similarity
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100% 97% 93%
Annual Fees
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$99.38
(0.94% Exp. Ratio)
$30.66
(0.29% Exp. Ratio)
$47.58
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$40,048.72 $48,730.45 $46,438.35
Est. savings over 30 yrs +$8,681.73 +$6,389.64
Return
As of 12/31/16
1 YR RETURN 0.16%
3 YR -4.80%
5 YR 5.69%
10 YR --
1 YR RETURN 0.89%
3 YR -3.98%
5 YR 6.33%
10 YR -1.05%
1 YR RETURN 8.15%
3 YR 5.59%
5 YR --
10 YR --
Description
The investment seeks investment results (before fees and expenses) that correspond to the total return (which includes capital appreciation and income) of the EURO STOXX 50® Index. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies, which are at the time of purchase, included in the index; convertible securities that are convertible into stocks included in the index; other derivatives whose economic returns are, by design, closely equivalent to the returns of the index or its components; and exchange-traded funds.
The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the EURO STOXX 50® Index. In seeking to track the performance of the EURO STOXX 50® Index (the "index"), the fund employs a sampling strategy, which means that the fund is not required to purchase all of the securities represented in the index. The index is designed to represent the performance of some of the largest companies across components of the 19 EURO STOXX Supersector Indexes. The EURO STOXX Supersector Indexes are subsets of the EURO STOXX Index. It 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.

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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".

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