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HLINX Harding Loevner Intl Eq Rsrch Investor

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Fund HLINX Harding Loevner Intl Eq Rsrch Investor VIGI Vanguard Intl Div Apprec Idx ETF IQDG WisdomTree International Qual Div Gr ETF  
Similarity
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100% 87% 90%
Annual Fees
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$121.38
(1.15% Exp. Ratio)
$26.39
(0.25% Exp. Ratio)
$40.11
(0.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$35,749.46 $46,919.83 $45,119.62
Est. savings over 30 yrs +$11,170.37 +$9,370.16
Return
As of 10/31/16
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3 YR --
5 YR --
10 YR --
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN --
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Description
The investment seeks long-term capital appreciation through investments in equity securities of companies based outside the United States. The Portfolio invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities issued by companies that are based outside the United States. The Portfolio will normally invest a significant portion of its net assets in common stocks, and may also invest in preferred stocks, rights and warrants, securities convertible into such securities (including Depositary Receipts), and investment companies that invest in the types of securities in which the Portfolio would normally invest.
The investment seeks to track the performance of Nasdaq International Dividend Achievers Select Index that measures the investment return of non-U.S. companies that have a history of increasing dividends. The index focuses on high quality companies located in developed and emerging markets, excluding the U.S., that have both the ability and the commitment to grow their dividends over time. The manager attempts to replicate the target index by investing all, or substantially all, of its assets in the broadly diversified collection of securities that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree International Quality Dividend Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index consists of dividend-paying common stocks with growth characteristics of companies in the industrialized world, excluding Canada and the United States. 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

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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