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NIQAX Neuberger Berman International Eq A

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Fund NIQAX Neuberger Berman International Eq A EFAV iShares Edge MSCI Min Vol EAFE DBEF Deutsche X-trackers MSCI EAFE Hedged Eq  
Similarity
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100% 88% 89%
Annual Fees
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$127.81
(1.21% Exp. Ratio)
$21.12
(0.20% Exp. Ratio)
$36.97
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$35,836.83 $48,624.62 $46,479.25
Est. savings over 30 yrs +$12,787.79 +$10,642.42
Return
As of 11/30/16
1 YR RETURN -5.65%
3 YR -0.71%
5 YR 5.48%
10 YR 0.92%
1 YR RETURN -2.13%
3 YR 3.14%
5 YR 7.35%
10 YR --
1 YR RETURN -1.60%
3 YR 4.09%
5 YR 10.37%
10 YR --
Description
The investment seeks long-term growth of capital by investing primarily in common stocks of foreign companies. The fund invests mainly in common stocks of foreign companies of any size, including companies in developed and emerging markets. It defines a foreign company as one that is organized outside of the United States and conducts the majority of its business abroad. The fund seeks to reduce risk by diversifying among many industries. Although the fund has the flexibility to invest a significant portion of its assets in one country or region, the advisor generally intends to remain well-diversified across countries and geographical regions.
The investment seeks the investment results of the MSCI EAFE Minimum Volatility (USD) Index composed of developed market equities that, in the aggregate, have lower volatility characteristics relative to the broader developed equity markets, 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 measures the performance of international equity securities that in the aggregate have lower relative volatility.
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.

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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

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