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JDITX JHancock Disciplined Value Intl R4

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Fund JDITX JHancock Disciplined Value Intl R4 IEFA iShares Core MSCI EAFE IDLV PowerShares S&P Intl Dev Low Volatil ETF  
100% 89% 85%
Annual Fees
(1.22% Exp. Ratio)
(0.08% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$35,646.05 $50,293.70 $47,789.00
Est. savings over 30 yrs +$14,647.64 +$12,142.95
As of 12/31/16
1 YR RETURN -0.35%
3 YR -1.36%
5 YR 7.70%
10 YR --
1 YR RETURN 1.36%
3 YR -1.02%
5 YR --
10 YR --
1 YR RETURN 3.30%
3 YR 0.28%
5 YR --
10 YR --
The investment seeks long-term capital growth. The fund normally invests at least 80% of its net assets in a portfolio of equity and equity-related securities issued by non-U.S. companies of any capitalization size. It may invest in all types of equity and equity-related securities, including, without limitation, exchange-traded and over-the-counter common and preferred stocks, warrants, options, rights, convertible securities, sponsored and unsponsored depositary receipts and shares, trust certificates, participatory notes, limited partnership interests, shares of other investment companies, real estate investment trusts (REITs), and equity participations.
The investment seeks to track the investment results of the MSCI EAFE IMI composed of large-, mid- and small-capitalization developed market equities, excluding the U.S. and Canada. 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 designed to measure large-, mid- and small-capitalization equity market performance and includes stocks from Europe, Australasia and the Far East.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P BMI International Developed Low Volatility IndexTM. The fund invests at least 90% of its total assets in the securities of companies that comprise the underlying index. S&P Dow Jones Indices ("S&P DJI" or the "index provider") compiles, maintains and calculates the underlying index, which is designed to measure the performance of 200 of the least volatile stocks of the S&P Developed ex US and South Korea LargeMidCap Index. 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.


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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