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PAGEX T. Rowe Price Global Real Estate Adv

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Fund PAGEX T. Rowe Price Global Real Estate Adv RWO SPDR® Dow Jones Global Real Estate ETF TRGRX T. Rowe Price Global Real Estate  
Similarity
?
100% 88% 100%
Annual Fees
?
$121.47
(1.15% Exp. Ratio)
$52.81
(0.50% Exp. Ratio)
$110.90
(1.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$36,484.17 $44,411.63 $37,607.83
Est. savings over 30 yrs +$7,927.46 +$1,123.66
Return
As of 10/31/16
1 YR RETURN 0.42%
3 YR 4.88%
5 YR 8.13%
10 YR --
1 YR RETURN 1.05%
3 YR 5.68%
5 YR 8.81%
10 YR --
1 YR RETURN 0.56%
3 YR 5.00%
5 YR 8.24%
10 YR --
Description
The investment seeks to provide long-term growth through a combination of capital appreciation and current income. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the equity securities of real estate companies throughout the world, including the U.S. It will invest in at least five countries and at least 40% of its net assets will be in real estate companies outside the U.S. (at least 30% of net assets will be in real estate companies outside the U.S. if foreign market conditions are not favorable). The fund is non-diversified.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Dow Jones Global Select Real Estate Securities Indexsm based upon the global real estate market. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is a float-adjusted market capitalization index designed to measure the performance of publicly traded global real estate securities. The fund is non-diversified.
The investment seeks to provide long-term growth through a combination of capital appreciation and current income. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the equity securities of real estate companies throughout the world, including the U.S. It will invest in at least five countries and at least 40% of its net assets will be in real estate companies outside the U.S. (at least 30% of net assets will be in real estate companies outside the U.S. if foreign market conditions are not favorable). 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.

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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