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EFAD ProShares MSCI EAFE Dividend Growers

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Fund EFAD ProShares MSCI EAFE Dividend Growers IMTM iShares Edge MSCI Intl Momentum Factor EFG iShares MSCI EAFE Growth  
Similarity
?
100% 88% 92%
Annual Fees
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$52.78
(0.50% Exp. Ratio)
$31.67
(0.30% Exp. Ratio)
$42.22
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$43,517.28 $46,219.37 $44,848.66
Est. savings over 30 yrs +$2,702.10 +$1,331.38
Return
As of 10/31/16
1 YR RETURN -10.10%
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.16%
3 YR --
5 YR --
10 YR --
1 YR RETURN -3.51%
3 YR -0.23%
5 YR 5.41%
10 YR 2.14%
Description
The investment seeks investment results before fees and expenses that track the performance of the MSCI EAFE Dividend Masters Index. The index targets companies that are currently members of the MSCI EAFE Index ("MSCI EAFE") and have increased dividend payments each year for at least 10 years. It contains a minimum of 40 stocks, which are equally weighted. Under normal circumstances, the fund will invest at least 80% of its total assets in component securities (i.e., securities of the index and comparable securities that have economic characteristics that are substantially identical to the economic characteristics of the securities of the index).
The investment seeks to track the investment results of the MSCI World ex USA Momentum Index that measures the performance of international developed large- and mid-capitalization stocks exhibiting relatively higher momentum characteristics. The fund will invest at least 90% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI World ex USA Index. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI EAFE Growth Index composed of developed market equities, excluding the U.S. and Canada, that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The index is a subset of the MSCI EAFE Index. Constituents of the underlying index include securities of companies located in 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.

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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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