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NAIGX Nuveen NWQ International Value A

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Fund NAIGX Nuveen NWQ International Value A SFNNX Schwab Fdmtl Intl Lg Co Idx FGD First Trust Dow Jones Global Sel Div ETF  
Similarity
?
100% 92% 88%
Annual Fees
?
$121.46
(1.15% Exp. Ratio)
$36.97
(0.35% Exp. Ratio)
$61.26
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$36,415.84 $46,377.70 $43,271.60
Est. savings over 30 yrs +$9,961.86 +$6,855.75
Return
As of 11/30/16
1 YR RETURN -1.96%
3 YR -1.78%
5 YR 2.12%
10 YR 0.47%
1 YR RETURN 0.79%
3 YR -1.77%
5 YR 5.62%
10 YR --
1 YR RETURN 6.40%
3 YR -0.43%
5 YR 5.46%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in non-U.S. equity securities. It may invest in equity securities issued by companies with small-, mid- and large capitalizations. The fund may invest up to 20% of its net assets in equity securities of companies located in emerging market countries. No more than 35% of the fund's net assets may be invested in equity securities of companies located in a single non-U.S. country.
The investment seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell RAFI ex-U.S. Large Company Index. To pursue its goal, the fund primarily invests in stocks that are included in the Russell RAFI Developed ex-U.S. Large Company Index (the index). The index measures the performance of the large company size segment by fundamental overall company scores (scores), which are created using as the universe the companies in the Russell Developed ex-U.S. Index (the Russell Index).
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Dow Jones Global Select Dividend Index(SM). The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks or in depositary receipts representing securities in the index. The index is an indicated annual dividend yield weighted index of 100 stocks selected from the developed-market portion of the Dow Jones World IndexSM.

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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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