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IEOCX Ivy European Opportunities C

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Fund IEOCX Ivy European Opportunities C DBEU Deutsche X-trackers MSCI Europe Hedgd Eq HEDJ WisdomTree Europe Hedged Equity ETF  
Similarity
?
100% 93% 90%
Annual Fees
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$242.11
(2.29% Exp. Ratio)
$47.58
(0.45% Exp. Ratio)
$61.32
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$26,523.11 $46,418.59 $44,634.10
Est. savings over 30 yrs +$19,895.48 +$18,110.99
Return
As of 11/30/16
1 YR RETURN -9.12%
3 YR -2.67%
5 YR 4.88%
10 YR -0.97%
1 YR RETURN -1.70%
3 YR 3.94%
5 YR --
10 YR --
1 YR RETURN -5.52%
3 YR 5.05%
5 YR 10.51%
10 YR --
Description
The investment seeks to provide growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets in the equity securities of European companies. It typically invests in companies located in the more developed markets of Europe and may invest up to 100% of its total assets in foreign securities. The fund may use a range of derivative instruments to hedge various market risks, including management of the fund's exposure to various foreign currencies and the U.S. dollar through the use of forward contracts.
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.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Europe Hedged Equity Index. The fund invests at least 95% of its total assets (exclusive of collateral held from securities lending) in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index provides exposure to European equity securities, particularly shares of European exporters, while at the same time neutralizing exposure to fluctuations between the value of the U.S. dollar and the euro. The fund 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.

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

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