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CSINX Centerstone International C

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Fund CSINX Centerstone International C FEEU Barclays ETN+ FI Enhanced Europe 50 FMIJX FMI International  
Similarity
?
100% 94% 87%
Annual Fees
?
$222.86
(2.11% Exp. Ratio)
$80.27
(0.76% Exp. Ratio)
$103.51
(0.98% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$27,207.13 $41,033.22 $38,390.22
Est. savings over 30 yrs +$13,826.09 +$11,183.09
Return
As of 10/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN -21.60%
3 YR -10.38%
5 YR --
10 YR --
1 YR RETURN 6.20%
3 YR 6.72%
5 YR 11.44%
10 YR --
Description
The investment seeks long-term growth of capital. The fund will normally invest in issuers located in at least three different countries (not including the U.S. although the fund may also invest in U.S. issuers). Normally, it invests at least 60% of its total assets in foreign (non-U.S.) equity securities. Equity securities are selected based on their price versus value, business quality, balance sheet strength among other factors. The fund may also invest up to 10% of its total assets in precious metals such as gold or silver, or in instruments related to such precious metals such as commodity contracts, options on such contracts, structured notes and ETFs.
Barclays ETN+ FI Enhanced Europe 50 Exchange Traded Notes (the “ETNs”) that Barclays Bank PLC may issue from time to time are linked to a leveraged participation in the performance of the STOXX Europe 50® USD (Gross Return) Index (the “Index”). The Index is composed of 50 European blue-chip companies (the “Index Constituents”) selected from within the STOXX Europe 600 Index (the “Parent Index”). The investment seeks to approximate the returns that might be available to investors through a leveraged “long” investment in the Index.
The investment seeks long-term capital appreciation. The fund invests mainly in a limited number of large capitalization (namely, companies with more than $5 billion market capitalization at the time of initial purchase) value stocks of foreign companies (also referred to as non-U.S. companies). It normally invests at least 65% of its total assets in the equity securities of non-U.S. companies. The majority of the fund's investments will be in companies that have global operations rather than in companies whose business is limited to a particular country or geographic region. 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

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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