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JOPSX JOHCM International Opportunities Instl

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Fund JOPSX JOHCM International Opportunities Instl FLEU Barclays ETN+ FI Enhanced Europe 50 B IEFA iShares Core MSCI EAFE  
Similarity
?
100% 89% 90%
Annual Fees
?
$94.00
(0.89% Exp. Ratio)
$0.00
(0.00% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$39,397.18 $51,515.84 $50,293.70
Est. savings over 30 yrs +$12,118.67 +$10,896.52
Return
As of 12/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.36%
3 YR -1.02%
5 YR --
10 YR --
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 a return linked to a leveraged participation in the quarterly performance of the STOXX Europe 50® USD (Gross Return) Index (the "index"). The index is composed of 50 European blue-chip companies (the "index constituents") selected from within the STOXX Europe 600 Index.
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.

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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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