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AJECX Aberdeen Japanese Equities C

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Fund AJECX Aberdeen Japanese Equities C JPMV iShares Edge MSCI Min Vol Japan SCIJ Global X Scientific Beta Japan ETF  
Similarity
?
100% 93% 93%
Annual Fees
?
$211.59
(2.00% Exp. Ratio)
$31.74
(0.30% Exp. Ratio)
$40.20
(0.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.80% annual return
$29,570.57 $49,537.28 $48,358.58
Est. savings over 30 yrs +$19,966.71 +$18,788.01
Return
As of 11/30/16
1 YR RETURN 3.20%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.69%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.93%
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term total return. As a non-fundamental policy, under normal circumstances, the fund will invest at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by Japanese companies. The fund may invest in securities denominated in U.S. Dollars and the currencies of the foreign countries in which it is permitted to invest. The fund typically has full currency exposure to those markets in which it invests.
The investment seeks to track the investment results of the MSCI Japan Minimum Volatility (USD) Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the performance of Japanese equity securities that, in the aggregate, have lower volatility characteristics relative to the broader Japanese equity markets. The fund is non-diversified.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Scientific Beta Japan Multi-Beta Multi-Strategy Equal Risk Contribution Index. The fund invests at least 80% of its total assets in the securities of the underlying index and in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") based on the securities in the underlying index. The underlying index generally comprises approximately 500 or less Japanese-listed common stocks selected based on a proprietary methodology developed by EDHEC Risk Institute Asia Ltd. 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.

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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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