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SWRLX Sentinel International Equity A

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Fund SWRLX Sentinel International Equity A TLTD FlexShares Mstar DevMks exUS FctTilt ETF FMIJX FMI International  
Similarity
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100% 86% 85%
Annual Fees
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$149.98
(1.42% Exp. Ratio)
$41.19
(0.39% Exp. Ratio)
$103.50
(0.98% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$33,543.26 $45,817.25 $38,337.91
Est. savings over 30 yrs +$12,273.99 +$4,794.66
Return
As of 12/31/16
1 YR RETURN -1.63%
3 YR -0.60%
5 YR 7.18%
10 YR 1.59%
1 YR RETURN 5.41%
3 YR -0.51%
5 YR --
10 YR --
1 YR RETURN 10.00%
3 YR 5.91%
5 YR 11.84%
10 YR --
Description
The investment seeks growth of capital. The fund normally invests at least 80% of its net assets in equity securities. It invests mainly in common stocks of established companies located in or that conduct their business mainly in one or more foreign countries, which may include emerging markets. The fund will normally be invested in ten or more foreign countries and may invest up to 40% of its assets in any one country. It focuses its investments on developed foreign countries, but may invest up to 25% of its total assets in emerging markets.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MorningstarĀ® Developed Markets ex-US Factor Tilt IndexSM. The fund will invest at least 80% of its total assets in the securities of the underlying index and in American ADRs and GDRs based on the securities in the underlying index. The underlying index reflects the performance of a selection of equity securities designed to provide broad exposure to the global developed equities markets, excluding the U.S., with increased exposure (or a "tilt") to small-capitalization stocks and value stocks.
The investment seeks long-term capital appreciation. The fund invests mainly in a limited number of large capitalization (namely, companies with more than $5 billion market capitalization at the time of initial purchase) value stocks of foreign companies (also referred to as non-U.S. companies). It normally invests at least 65% of its total assets in the equity securities of non-U.S. companies. The majority of the fund's investments will be in companies that have global operations rather than in companies whose business is limited to a particular country or geographic region. The fund is non-diversified.

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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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