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ANRHX American Century NT Global Rl Estt Instl

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Fund ANRHX American Century NT Global Rl Estt Instl GQRE FlexShares Glbl Quality Real Estate ETF SFREX Schwab Fundamental Global Real Estt Idx  
100% 91% 92%
Annual Fees
(0.92% Exp. Ratio)
(0.45% Exp. Ratio)
(0.49% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$39,115.35 $45,082.21 $44,541.93
Est. savings over 30 yrs +$5,966.86 +$5,426.58
As of 12/31/16
1 YR RETURN 0.30%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.97%
3 YR 7.98%
5 YR --
10 YR --
1 YR RETURN 6.83%
3 YR --
5 YR --
10 YR --
The investment seeks high total investment return through a combination of capital appreciation and current income. The fund invests at least 80% of its net assets in equity securities issued by real estate investment trusts and other companies engaged in the real estate industry. The portfolio managers consider a company to be engaged in the real estate industry if at least 50% of its revenues or 50% of the market value of its assets at the time the securities are purchased by the fund are attributed to the ownership, construction, management or sale of real estate.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust Global Quality Real Estate IndexSM. The fund normally will invest at least 80% of its total assets in the securities of the underlying index and in ADRs and GDRs based on the securities in the underlying index. The index is designed to measure the performance of companies that exhibit certain quality, valuation and momentum characteristics within a universe of publicly-traded equity securities of U.S. and non-U.S. real estate investment trusts and real estate companies. The fund is non-diversified.
The investment seeks investment results that correspond generally to the total return of the Russell RAFI Global Select Real Estate Index. The fund primarily invests in stocks that are included in the Russell RAFI Global Select Real Estate Index (the index). The index measures the performance of real estate companies, including real estate investment trusts (REITs), in U.S. and non-U.S. markets, including developed and emerging markets. It may concentrate its investments in an industry or group of industries to the extent that the index the fund is designed to track is also so concentrated.

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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.


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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