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SIVSX State Street International Val Sptlgt K

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund SIVSX State Street International Val Sptlgt K VIHAX Vanguard Intl Hi Div Yld Idx Adm VYMI Vanguard Intl Hi Div Yld Idx ETF  
Similarity
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100% 91% 91%
Annual Fees
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$79.25
(0.75% Exp. Ratio)
$31.70
(0.30% Exp. Ratio)
$31.70
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$41,648.90 $47,702.69 $47,702.69
Est. savings over 30 yrs +$6,053.79 +$6,053.79
Return
As of 10/31/16
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10 YR --
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1 YR RETURN --
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Description
The investment seeks to provide long-term growth of capital. The fund invests principally in a portfolio of equity securities of non-U.S. issuers from around the world that SSGA Ireland believes are undervalued. It will invest at least 80% of its net assets (plus borrowings, if any, for investment purposes) in securities of non-U.S. issuers, which may include issuers from both developed and emerging markets countries. The adviser expects to invest primarily in common stocks, but may also invest in preferred stocks, securities convertible into common or preferred stocks, and depositary receipts. The fund is non-diversified.
The investment seeks to track the performance of FTSE All-World ex U.S. High Dividend Yield Index that measures the investment return of non-U.S. companies that are characterized by high dividend yield. The fund invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics. The index focuses on companies located in developed and emerging markets, excluding the United States, that are forecasted to have above-average dividend yields.
The investment seeks to track the performance of FTSE All-World ex U.S. High Dividend Yield Index that measures the investment return of non-U.S. companies that are characterized by high dividend yield. The fund invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics. The index focuses on companies located in developed and emerging markets, excluding the United States, that are forecasted to have above-average dividend yields.

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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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