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HNINX Harbor International Retirement

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Fund HNINX Harbor International Retirement SCHF Schwab International Equity ETF™ IXUS iShares Core MSCI Total Intl Stk  
Similarity
?
100% 90% 87%
Annual Fees
?
$74.99
(0.71% Exp. Ratio)
$7.39
(0.07% Exp. Ratio)
$11.62
(0.11% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$41,699.42 $50,563.98 $49,960.30
Est. savings over 30 yrs +$8,864.57 +$8,260.88
Return
As of 11/30/16
1 YR RETURN -2.76%
3 YR -3.05%
5 YR 4.31%
10 YR 2.44%
1 YR RETURN -1.97%
3 YR -1.98%
5 YR 5.25%
10 YR --
1 YR RETURN 0.48%
3 YR -1.88%
5 YR --
10 YR --
Description
The investment seeks long-term total return, principally from growth of capital. The fund invests normally in a minimum of ten countries throughout the world, focusing on companies located in Europe, the Pacific Basin and emerging industrialized countries whose economies and political regimes appear stable. It invests primarily (no less than 65% of its total assets) in common and preferred stocks of foreign companies, including those located in emerging market countries. Companies in the fund's portfolio generally have market capitalizations in excess of $1 billion at the time of purchase.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the FTSE Developed ex US Index. The fund will invest at least 90% of its net assets in stocks, including depositary receipts representing securities of the index; such depository receipts may be in the form of American Depositary receipts, Global Depositary receipts and European Depositary receipts. The index is comprised of large and mid capitalization companies in developed countries outside the United States, as defined by the index provider. The index defines the large and mid capitalization universe as approximately the top 90% of the eligible universe.
The investment seeks to track the investment results of the MSCI ACWI ex USA IMI composed of large-, mid- and small-capitalization non-U.S. equities. 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 index designed to measure the combined equity market performance of developed and emerging markets countries, excluding the United States.

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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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