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SSZIX State Street Disciplined Intl Eq I

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Fund SSZIX State Street Disciplined Intl Eq I FLEU Barclays ETN+ FI Enhanced Europe 50 B SCHF Schwab International Equity ETF™  
Similarity
?
100% 90% 92%
Annual Fees
?
$110.90
(1.05% Exp. Ratio)
$0.00
(0.00% Exp. Ratio)
$7.39
(0.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$37,531.00 $51,512.92 $50,442.05
Est. savings over 30 yrs +$13,981.92 +$12,911.06
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 2.88%
3 YR -1.38%
5 YR 6.16%
10 YR --
Description
The investment seeks to provide long-term capital growth. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings, if any, for investment purposes) in equity securities of non-U.S. issuers. SSGA Funds Management, Inc. (the "Adviser" or "SSGA FM") seeks to select a portfolio of securities that the Advisor expects over the long term to exhibit low volatility both in absolute terms and in comparison with the MSCI EAFE Net Dividend Index (the "Index") and provide competitive returns as compared with the index.
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 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.

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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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