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JFESX JPMorgan Intrepid European Select

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Fund JFESX JPMorgan Intrepid European Select DBEU Deutsche X-trackers MSCI Europe Hedgd Eq HEDJ WisdomTree Europe Hedged Equity ETF  
Similarity
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100% 92% 89%
Annual Fees
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$113.13
(1.07% 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
$38,485.25 $46,418.59 $44,634.10
Est. savings over 30 yrs +$7,933.34 +$6,148.85
Return
As of 11/30/16
1 YR RETURN -8.03%
3 YR -3.03%
5 YR 8.07%
10 YR 1.25%
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 total return from long-term capital growth. The fund invests primarily in equity securities issued by companies with principal business activities in Western Europe. Under normal market conditions, it invests at least 80% of the value of its assets in equity securities of European issuers. The fund may utilize exchange-traded futures for the efficient management of cash flows.
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.

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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".

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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