Investment Test Drive

JIEZX JPMorgan International Eq R2

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund JIEZX JPMorgan International Eq R2 SCHF Schwab International Equity ETF™ VTMGX Vanguard Developed Markets Idx Admiral  
Similarity
?
100% 95% 94%
Annual Fees
?
$157.38
(1.49% Exp. Ratio)
$7.39
(0.07% Exp. Ratio)
$9.51
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$32,880.81 $50,513.74 $50,211.33
Est. savings over 30 yrs +$17,632.93 +$17,330.52
Return
As of 10/31/16
1 YR RETURN -2.08%
3 YR -2.18%
5 YR 3.93%
10 YR 0.77%
1 YR RETURN -1.87%
3 YR -1.19%
5 YR 4.59%
10 YR --
1 YR RETURN -1.21%
3 YR -0.74%
5 YR 5.64%
10 YR 1.53%
Description
The investment seeks total return from long-term capital growth and income. The fund invests at least 80% of the value of its assets in equity investments. It primarily invests in foreign companies of various market capitalizations, including foreign subsidiaries of U.S. companies. The fund may invest in securities across all market capitalizations, although it may invest a significant portion of its assets in companies of any one particular market capitalization category.
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 performance of the FTSE Developed All Cap ex US Index. The fund employs an indexing investment approach designed to track the performance of the FTSE Developed All Cap ex US Index, a market-capitalization-weighted index that is made up of approximately 3,700 common stocks of large-, mid-, and small-cap companies located in Canada and the major markets of Europe and the Pacific region. The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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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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