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ISARX AB International Strategic Core A

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Fund ISARX AB International Strategic Core A FXEP PowerShares Dev EuroPac Ccy Hdgd Lw Vltl PRCNX T. Rowe Price Intl Concntr Eq  
Similarity
?
100% 87% 87%
Annual Fees
?
$126.75
(1.20% Exp. Ratio)
$26.41
(0.25% Exp. Ratio)
$95.06
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$35,912.14 $47,854.20 $39,331.69
Est. savings over 30 yrs +$11,942.06 +$3,419.55
Return
As of 10/31/16
1 YR RETURN 1.91%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.04%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.67%
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term growth of capital. The Adviser seeks to achieve the fund's investment objective by investing, under normal circumstances, primarily in common stocks of non-U.S. companies, and in companies in at least three countries other than the United States. The fund will invest in companies that are determined by the Adviser to offer favorable long-term sustainable profitability, price stability, and attractive valuations. It will primarily invest in mid- and large-capitalization companies. The fund is non-diversified.
The investment seeks investment results that generally correspond to the price and yield of the S&P EPAC Ex. Korea Low Volatility USD Hedged Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to measure the performance of the 200 least volatile stocks in the S&P EPAC Ex-Korea LargeMidCap Index, while also employing a currency-hedged strategy to mitigate exposure to fluctuations between the value of the U.S. dollar and the currencies of the countries in which the component securities of the underlying index are domiciled. The fund is non-diversified.
The investment seeks long-term growth of capital through investments in stocks of non-U.S. companies. The managers expect to primarily invest in stocks of companies located outside the U.S. Under normal conditions, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks of non-U.S. companies and no more than 15% of its net assets will be invested in stocks of companies in emerging markets. The fund may purchase the stocks of companies of any size and does not emphasize either a growth or value bias in selecting investments. It 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".

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