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SREAX Prudential Select Real Estate A

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Fund SREAX Prudential Select Real Estate A RWO SPDR® Dow Jones Global Real Estate ETF  
Similarity
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100% 85%
Annual Fees
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$137.31
(1.30% Exp. Ratio)
$52.81
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$34,858.33 $44,410.37
Est. savings over 30 yrs +$9,552.04
Return
As of 12/31/16
1 YR RETURN 3.62%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.95%
3 YR 7.73%
5 YR 9.97%
10 YR --
Description
The investment seeks capital appreciation and income. The fund seeks to achieve its investment objective by investing primarily in real estate securities. It normally will invest at least 80% of its investable assets in equity and equity-related securities of real estate companies, principally real estate investment trusts (REITs), and other real estate securities. The fund will invest in approximately 30-50 securities in which the portfolio managers have a high level of conviction for seeking capital appreciation and/or income. It 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.

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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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