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TRSIX Transamerica Global Real Estate Secs I2

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Fund TRSIX Transamerica Global Real Estate Secs I2 GRI Cohen & Steers Global Realty Majors ETF RWO SPDR® Dow Jones Global Real Estate ETF  
Similarity
?
100% 94% 88%
Annual Fees
?
$122.52
(1.16% Exp. Ratio)
$58.09
(0.55% Exp. Ratio)
$52.81
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$36,373.61 $43,746.96 $44,411.63
Est. savings over 30 yrs +$7,373.35 +$8,038.02
Return
As of 10/31/16
1 YR RETURN -0.65%
3 YR 3.58%
5 YR 7.31%
10 YR 2.50%
1 YR RETURN 1.15%
3 YR 4.49%
5 YR 8.03%
10 YR --
1 YR RETURN 1.05%
3 YR 5.68%
5 YR 8.81%
10 YR --
Description
The investment seeks long-term total return. The fund normally invests at least 80% of the fund's net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of issuers that are principally engaged in the real estate industry. Under normal market conditions, it invests at least 40% of its assets (or, if conditions are not favorable, at least 30% of its assets) in non-U.S. issuers directly or through depositary receipts. The sub-adviser may engage in frequent and active trading of fund investments. The fund is non-diversified.
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.
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

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