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MIJFX Matthews Japan Instl

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Fund MIJFX Matthews Japan Instl DXJS WisdomTree Japan Hedged SmallCap Eq ETF  
Similarity
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100% 87%
Annual Fees
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$92.04
(0.87% Exp. Ratio)
$61.36
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.80% annual return
$41,731.56 $45,553.76
Est. savings over 30 yrs +$3,822.20
Return
As of 12/31/16
1 YR RETURN 0.51%
3 YR 5.84%
5 YR 11.54%
10 YR 2.95%
1 YR RETURN 6.86%
3 YR 11.55%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of companies located in Japan. A company or other issuer is considered to be "located" in a country or a region, and a security or instrument will deemed to be an Asian (or specific country) security or instrument, if it has substantial ties to that country or region.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Japan Hedged SmallCap Equity Index. The fund normally invests at least 80% of its total assets (exclusive of collateral held from securities lending) in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is designed to provide exposure to Japanese equity markets while at the same time neutralizing exposure to fluctuations of the value of the Japanese yen relative to the U.S. dollar. 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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