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JPEU JPMorgan Diversified Return Eurp Eq ETF

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Fund JPEU JPMorgan Diversified Return Eurp Eq ETF FIEU Credit Suisse FI Enhanced Europe50 ETN IEUR iShares Core MSCI Europe  
Similarity
?
100% 90% 95%
Annual Fees
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$45.46
(0.43% Exp. Ratio)
$5.29
(0.05% Exp. Ratio)
$10.57
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$46,699.18 $52,352.57 $51,572.56
Est. savings over 30 yrs +$5,653.39 +$4,873.38
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN -22.38%
3 YR -12.48%
5 YR --
10 YR --
1 YR RETURN -7.34%
3 YR --
5 YR --
10 YR --
Description
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the FTSE Developed Europe Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of equity securities from across developed Europe selected to represent a diversified set of factor characteristics, originally developed by the adviser. The fund may invest up to 20% of its assets in exchange-traded futures and currency forward contracts to seek performance that corresponds to the underlying index, but not for hedging currency.
The investment seeks to approximate the return that might be available through a leveraged “long” investment strategy in the components of the Index. The Index is composed of the equity securities of 50 “blue-chip” European companies by free-float market capitalization selected from within the STOXX Europe 600 Index (the “Parent Index”). The ETNs are medium-term notes of Credit Suisse AG (“Credit Suisse”), the return on which is linked to the performance of the STOXX Europe 50® USD (Gross Return) Index (the “Index”) on a leveraged basis.
The investment seeks to track the investment results of the MSCI Europe IMI. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is a free float-adjusted market capitalization-weighted index which consists of securities from the following 15 developed market countries or regions: Austria, Belgium, Denmark, Finland, France, Germany, Ireland, Italy, the Netherlands, Norway, Portugal, Spain, Sweden, Switzerland and the United Kingdom.

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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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