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TSOPX TIAA-CREF Social Choice Intl Eq Prmr

2 lower fee alternatives found

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Fund TSOPX TIAA-CREF Social Choice Intl Eq Prmr DBEF Deutsche X-trackers MSCI EAFE Hedged Eq HFXI IQ 50 Percent Hedged FTSE Intl ETF  
Similarity
?
100% 85% 85%
Annual Fees
?
$58.09
(0.55% Exp. Ratio)
$36.97
(0.35% Exp. Ratio)
$38.02
(0.36% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$43,763.12 $46,481.89 $46,342.15
Est. savings over 30 yrs +$2,718.77 +$2,579.03
Return
As of 11/30/16
1 YR RETURN -3.00%
3 YR --
5 YR --
10 YR --
1 YR RETURN -1.60%
3 YR 4.09%
5 YR 10.37%
10 YR --
1 YR RETURN -2.25%
3 YR --
5 YR --
10 YR --
Description
The investment seeks a favorable long-term total return that reflects the investment performance of the overall foreign equity markets while giving special consideration to certain environmental, social and governance ("ESG") criteria. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of foreign issuers. The advisor attempts to achieve the return of the foreign equity markets, as represented by its benchmark index, the Morgan Stanley Capital International EAFE® (Europe, Australasia, Far East) Index (the "MSCI EAFE® Index"), while investing in companies whose activities are consistent with the fund's ESG criteria.
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.
The investment seeks investment results that correspond generally to the price and yield performance of its underlying index, the FTSE Developed ex North America 50% Hedged to USD Index (the "underlying index"). The underlying index is an equity benchmark of international stocks from developed markets, with approximately half of the currency exposure of the securities included in the underlying index "hedged" against the U.S. dollar on a monthly basis. The fund invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities and other instruments included in its 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.

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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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