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BGREX Invesco Global Real Estate B

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Fund BGREX Invesco Global Real Estate B NGREX Northern Global Real Estate Index GRI Cohen & Steers Global Realty Majors ETF  
Similarity
?
100% 95% 93%
Annual Fees
?
$230.26
(2.18% Exp. Ratio)
$52.81
(0.50% Exp. Ratio)
$58.09
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$26,646.12 $44,411.63 $43,746.96
Est. savings over 30 yrs +$17,765.51 +$17,100.84
Return
As of 10/31/16
1 YR RETURN -0.26%
3 YR 2.66%
5 YR 6.77%
10 YR 1.09%
1 YR RETURN 3.45%
3 YR 4.17%
5 YR 8.06%
10 YR 1.65%
1 YR RETURN 1.15%
3 YR 4.49%
5 YR 8.03%
10 YR --
Description
The investment seeks total return through growth of capital and current income. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of real estate and real estate-related issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in real estate investment trusts (REITs) and equity securities (including common and preferred stock, and convertible securities) of domestic and foreign issuers. The fund will provide exposure to investments that are economically tied to at least three different countries, including the U.S.
The investment seeks to provide investment results approximating the overall performance of the securities included in the FTSE® EPRA®/NAREIT® Global Index. The fund will invest substantially all (and at least 80%) of its net assets in equity securities included in the FTSE EPRA/NAREIT Global Index, in weightings that approximate the relative composition of the securities contained in the FTSE EPRA/NAREIT Global Index. Companies included in the FTSE EPRA/NAREIT Global Index are engaged principally in real estate activities, including ownership, trading and development of income-producing real estate, and include REITs.
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an index called the Cohen & Steers Global Realty Majors Index. The fund will normally invest at least 90% of its total assets in common stocks and other equity securities (which may include ADRs, ADSs and GDRs) that comprise the underlying index. The underlying index consists of the largest and most liquid securities within the global real estate universe that the index provider believes are likely to lead the global securitization of real estate. 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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