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JEISX JPMorgan International Equity Income Sel

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Fund JEISX JPMorgan International Equity Income Sel DBEF Deutsche X-trackers MSCI EAFE Hedged Eq SICNX Schwab® International Core Equity  
Similarity
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100% 87% 89%
Annual Fees
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$95.06
(0.90% Exp. Ratio)
$36.97
(0.35% Exp. Ratio)
$90.83
(0.86% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$39,331.69 $46,435.70 $39,810.75
Est. savings over 30 yrs +$7,104.02 +$479.06
Return
As of 10/31/16
1 YR RETURN -3.31%
3 YR 0.21%
5 YR 6.03%
10 YR --
1 YR RETURN -1.52%
3 YR 4.17%
5 YR 10.00%
10 YR --
1 YR RETURN -2.41%
3 YR 0.59%
5 YR 7.64%
10 YR --
Description
The investment seeks to provide both current income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities. It primarily invests in foreign companies of various market capitalizations, including foreign subsidiaries of U.S. companies and may invest any amount of its assets in emerging markets. Generally, the advisor intends to focus its investments in dividend yielding equity securities. The fund may also invest up to 20% of its assets in equity or debt securities of any issuer.
The investment seeks investment results that correspond generally to the performance, before fees and expenses, of the MSCI EAFE US Dollar Hedged Index. The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is designed to track developed market performance while mitigating exposure to fluctuations between the value of the U.S. dollar and the currencies of the countries included in the underlying index. It will invest at least 80% of its total assets in component securities of the underlying index.
The investment seeks long-term capital appreciation. The fund invests primarily in the stocks of publicly traded companies located in developed countries excluding the United States. It invests at least 80% of its net assets in equity securities. The fund typically invests a majority of its assets in the stocks of large-cap and mid-cap companies, but may invest a portion of its assets in small-cap companies. For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, it may invest up to 100% of its assets in cash, money market instruments, repurchase agreements and other short-term obligations.

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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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