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DBES Deutsche X-trackers MSCIEAFE SmCp HdgdEq

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Fund DBES Deutsche X-trackers MSCIEAFE SmCp HdgdEq HSCZ iShares Currency Hedged MSCI EAFE Sm-Cp GWX SPDR® S&P International Small Cap ETF  
Similarity
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100% 94% 89%
Annual Fees
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$47.42
(0.45% Exp. Ratio)
$45.31
(0.43% Exp. Ratio)
$42.15
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.38% annual return
$42,012.44 $42,266.39 $42,650.11
Est. savings over 30 yrs +$253.95 +$637.67
Return
As of 12/31/16
1 YR RETURN 6.02%
3 YR --
5 YR --
10 YR --
1 YR RETURN 7.51%
3 YR --
5 YR --
10 YR --
1 YR RETURN 7.24%
3 YR 2.11%
5 YR 8.47%
10 YR --
Description
The investment seeks investment results that correspond generally to the performance, before fees and expenses, of the MSCI EAFE Small Cap US Dollar Hedged Index. The fund will invest at least 80% of its total assets (but typically far more) in component securities (including depositary receipts in respect of such securities) of the underlying index. The underlying index is designed to provide exposure to small cap equity securities in developed stock markets outside of the Americas, while mitigating exposure to fluctuations between the value of the U.S. dollar and the currencies of the countries included in the underlying index. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI EAFE Small Cap 100% Hedged to USD Index, an equity benchmark which represents the performance of international small-cap stocks with the currency risk inherent in the securities included in the underlying index hedged to the U.S. dollar on a monthly basis. The fund generally will invest at least 90% of its assets in the component securities (including indirect investments through the underlying fund) and other instruments of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index. It is non-diversified.
The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Developed Ex-U.S. under USD2 Billion Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts or Global Depositary Receipts based on securities comprising the index. The index is a market capitalization weighted index designed to define and measure the investable universe of publicly traded small-cap companies, as defined by the index, domiciled in developed countries outside the United States. It 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".

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