Investment Test Drive

JERCX Janus Global Real Estate C

6 lower fee alternatives found

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Fund JERCX Janus Global Real Estate C GQRE FlexShares Glbl Quality Real Estate ETF FFR First Trust FTSE EN Dev Mkts Rel Est ETF  
Similarity
?
100% 85% 87%
Annual Fees
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$218.65
(2.07% Exp. Ratio)
$47.53
(0.45% Exp. Ratio)
$63.38
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$27,594.32 $45,142.43 $43,145.80
Est. savings over 30 yrs +$17,548.12 +$15,551.49
Return
As of 11/30/16
1 YR RETURN 0.78%
3 YR 4.22%
5 YR 8.72%
10 YR --
1 YR RETURN 1.41%
3 YR 6.93%
5 YR --
10 YR --
1 YR RETURN 2.12%
3 YR 5.00%
5 YR 8.84%
10 YR --
Description
The investment seeks total return through a combination of capital appreciation and current income. The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets in equity and debt securities of real estate-related companies. Such companies may include those in the real estate industry or real estate-related industries. These securities may include common stocks, preferred stocks, and other equity securities, including, but not limited to, real estate investment trusts ("REITs") and similar REIT-like entities, such as foreign entities that have REIT characteristics.
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 price and yield (before the fund's fees and expenses) of an equity index called the FTSE EPRA/NAREIT Developed Index. The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks or in depositary receipts representing securities in the index. The index is modified market cap weighted based on free float market capitalization and tracks the performance of listed real estate companies or real estate investment trusts ("REITs") in North America, Europe and Asia.

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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.

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

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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