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JOPSX JOHCM International Opportunities Instl

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Fund JOPSX JOHCM International Opportunities Instl IEFA iShares Core MSCI EAFE FSIVX Fidelity® International Index Premium  
Similarity
?
100% 90% 90%
Annual Fees
?
$94.00
(0.89% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$39,450.93 $50,362.31 $50,362.31
Est. savings over 30 yrs +$10,911.39 +$10,911.39
Return
As of 10/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN -2.26%
3 YR -0.64%
5 YR --
10 YR --
1 YR RETURN -2.52%
3 YR -1.19%
5 YR 5.33%
10 YR 1.35%
Description
The investment seeks to achieve long-term total return by investing in a concentrated portfolio of international equity securities. The fund invests primarily in equity securities of companies headquartered outside the United States, including those in emerging market countries. It may invest in foreign companies of any size, including small and mid-capitalization companies, in order to achieve its objective. Equity securities include common and preferred stocks, rights and warrants. The fund may also invest in equity related instruments, such as equity linked notes and participation notes, all of which derive their value from equities.
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 to provide investment results that correspond to the total return of foreign stock markets. The fund normally invests at least 80% of assets in common stocks included in the MSCI EAFE Index, which represents the performance of foreign stock markets. It uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, earnings growth, and country weightings to attempt to replicate the returns of the MSCI EAFE 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.

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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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