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IRESX Ivy LaSalle Global Real Estate I

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Fund IRESX Ivy LaSalle Global Real Estate I GQRE FlexShares Glbl Quality Real Estate ETF NGREX Northern Global Real Estate Index  
100% 94% 93%
Annual Fees
(1.05% Exp. Ratio)
(0.45% Exp. Ratio)
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$37,604.62 $45,082.21 $44,407.85
Est. savings over 30 yrs +$7,477.59 +$6,803.22
As of 12/31/16
1 YR RETURN 1.30%
3 YR 5.03%
5 YR --
10 YR --
1 YR RETURN 3.97%
3 YR 7.98%
5 YR --
10 YR --
1 YR RETURN 4.35%
3 YR 5.37%
5 YR 9.02%
10 YR 0.87%
The investment seeks to provide total return through long-term capital appreciation and current income. The fund is a non-diversified fund that invests, under normal circumstances, at least 80% of its net assets in securities of companies in the real estate or real estate-related industries. It may make substantial investments in non-U.S. dollar denominated securities and may invest up to 100% of its total assets in foreign securities. The fund invests at least 40% (or, if the portfolio managers deem it warranted by market conditions, at least 30%) of its total assets in securities of non-U.S. issuers. It is non-diversified.
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 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.

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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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