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PWJZX Prudential Jennison International Opps Z

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Fund PWJZX Prudential Jennison International Opps Z VWIGX Vanguard International Growth Inv DNL WisdomTree Global ex-US Qual Div Gr ETF  
Similarity
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100% 89% 89%
Annual Fees
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$91.83
(0.87% Exp. Ratio)
$49.61
(0.47% Exp. Ratio)
$61.22
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$38,915.49 $43,912.63 $42,479.76
Est. savings over 30 yrs +$4,997.14 +$3,564.27
Return
As of 10/31/16
1 YR RETURN -5.30%
3 YR -1.49%
5 YR --
10 YR --
1 YR RETURN 3.59%
3 YR 0.90%
5 YR 6.61%
10 YR 3.44%
1 YR RETURN 5.31%
3 YR -0.12%
5 YR 1.86%
10 YR 1.42%
Description
The investment seeks to seek long-term growth of capital. The fund will invest primarily in equity and equity-related securities of non-U.S. companies located in various countries outside the U.S., including non-U.S. issuers located in emerging markets. It can invest without limit in foreign securities, typically invests in a number of different countries, and may invest a significant portion of its assets in companies located in emerging markets. The fund may invest in American Depositary Receipts (ADRs), American Depository Shares (ADSs) and similar securities.
The investment seeks to provide long-term capital appreciation. The fund invests predominantly in the stocks of companies located outside the United States and is expected to diversify its assets in countries across developed and emerging markets. In selecting stocks, the fund's advisors evaluate foreign markets around the world and choose large-, mid-, and small-capitalization companies considered to have above-average growth potential. The fund uses multiple investment advisors.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Global ex-U.S. Quality Dividend Growth Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in the 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 is a fundamentally weighted index that consists of dividend-paying global ex-U.S. common stocks with growth characteristics. 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.

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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".

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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