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CNJFX Commonwealth Japan

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Fund CNJFX Commonwealth Japan EWJ iShares MSCI Japan JPXN iShares JPX-Nikkei 400  
Similarity
?
100% 91% 91%
Annual Fees
?
$187.26
(1.77% Exp. Ratio)
$50.78
(0.48% Exp. Ratio)
$50.78
(0.48% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.79% annual return
$31,707.92 $46,898.02 $46,898.02
Est. savings over 30 yrs +$15,190.09 +$15,190.09
Return
As of 10/31/16
1 YR RETURN 2.42%
3 YR 3.15%
5 YR 4.59%
10 YR -1.12%
1 YR RETURN 2.83%
3 YR 3.45%
5 YR 7.24%
10 YR 0.55%
1 YR RETURN 3.94%
3 YR 3.68%
5 YR 7.57%
10 YR 0.54%
Description
The investment seeks to provide long-term capital appreciation and current income. Under normal market conditions, the Japan Fund invests at least 80% of its net assets in the securities of, and depositary receipts (including American Depositary Receipts ("ADRs"), Global Depositary Receipts ("GDRs"), and European Depositary Receipts ("EDRs")) represented by, Japanese issuers that are tied economically to Japan. It may also enter into derivative transactions. The fund may use derivative transactions for any purpose consistent with its investment objective, such as for hedging, obtaining market exposure, and generating premium income.
The investment seeks to track the investment results of the MSCI Japan Index. The fund will at all times invest at least 90% of its assets in the securities of its underlying index and in depositary receipts representing securities in its underlying index. The underlying index may include large-, mid- or small-capitalization companies. Components of the underlying index primarily include consumer discretionary, financials and industrials companies.
The investment seeks to track the investment results of the JPX-Nikkei Index 400 composed of Japanese equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index may include large-, mid- or small-capitalization companies. Components primarily include consumer discretionary, financials and industrials companies. The currency of the component securities of the underlying index is the Japanese yen ("JPY").

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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

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