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EUSA iShares MSCI USA Equal Weighted

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Fund EUSA iShares MSCI USA Equal Weighted
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Similarity
?
100%
Annual Fees
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$15.86
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$50,812.44
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 9.93%
3 YR 8.71%
5 YR 14.14%
10 YR --
Description
The investment seeks to track the investment results of the MSCI USA Equal Weighted Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is an equally-weighted securities index that measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the United States and which represents an alternative weighting scheme to its market capitalization-weighted parent index, the MSCI USA Index.

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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".

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