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BARDX BlackRock Developed Real Est Idx Inv A

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Fund BARDX BlackRock Developed Real Est Idx Inv A SFREX Schwab Fundamental Global Real Estt Idx  
100% 95%
Annual Fees
(0.50% Exp. Ratio)
(0.49% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$44,414.15 $44,548.26
Est. savings over 30 yrs +$134.11
As of 12/31/16
1 YR RETURN 4.13%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.83%
3 YR --
5 YR --
10 YR --
The investment seeks to track the investment results of an index composed of real estate equities in developed markets. The fund seeks to track the investment results of the FTSE EPRA/NAREIT Developed Index, which measures the stock performance of companies engaged in the ownership, disposal and development of income-producing real estate in developed countries as defined by FTSE EPRA/NAREIT. It generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index and in depositary receipts representing securities of the underlying index.
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.

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