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PZRCX PIMCO RAE Fundamental Global ex-US C

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Fund PZRCX PIMCO RAE Fundamental Global ex-US C HDAW Deutsche X-trackers MSCIAWdexUSHDvYdHgEq HDEF Deutsche X-trackers MSCI EAFE HiDvYdHgEq  
Similarity
?
100% 88% 87%
Annual Fees
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$175.40
(1.66% Exp. Ratio)
$47.55
(0.45% Exp. Ratio)
$47.55
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$31,593.24 $45,595.93 $45,595.93
Est. savings over 30 yrs +$14,002.68 +$14,002.68
Return
As of 10/31/16
1 YR RETURN 3.36%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.71%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.08%
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing under normal circumstances substantially all of its assets in (i) Institutional Class shares of the PIMCO RAE Fundamental International Fund and the PIMCO RAE Fundamental Emerging Markets Fund, (ii) securities that are eligible investments for the underlying funds. The fund is non-diversified.
The investment seeks investment results that correspond generally to the performance of the MSCI ACWI ex US High Dividend Yield US Dollar Hedged Index. The fund will invest at least 80% of its total assets (but typically far more) in component securities of the underlying index. The underlying index is designed to reflect the performance of equities (excluding REITs) in its parent index, the MSCI ACWI ex US Index, with higher dividend income and quality characteristics than average dividend yields of equities in the parent index, where such higher dividend income and quality characteristics are both sustainable and persistent. The fund is non-diversified.
The investment seeks investment results that correspond generally to the performance, before fees and expenses, of the MSCI EAFE High Dividend Yield US Dollar Hedged Index. The fund will invest at least 80% of its total assets (but typically far more) in component securities of the underlying index. The underlying index is designed to reflect the performance of equities in its parent index, the MSCI EAFE Index, with higher dividend income and quality characteristics than average dividend yields of equities in the parent index, where such higher dividend income and quality characteristics are both sustainable and persistent. 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

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