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JHJIX JHancock ESG Large Cap Core I

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Fund JHJIX JHancock ESG Large Cap Core I SHE SPDR® SSGA Gender Diversity ETF SPYX SPDR® S&P 500 Fossil Fuel Rsrv Free ETF  
Similarity
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100% 94% 93%
Annual Fees
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$99.38
(0.94% Exp. Ratio)
$21.14
(0.20% Exp. Ratio)
$21.14
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$39,957.91 $49,953.88 $49,953.88
Est. savings over 30 yrs +$9,995.98 +$9,995.98
Return
As of 10/31/16
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Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies or sectors that meet the manager's sustainability criteria. The fund's managers consider large-capitalization companies to be those companies in the capitalization range of the S&P 500 Index, which was $1.759 billion to $583.6 billion as of December 31, 2015. Equity securities include common and preferred stocks and their equivalents.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA Gender Diversity Index, which tracks U.S. companies that are leaders in advancing women through gender diversity on their boards of directors and in management. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. 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 S&P 500 Fossil Fuel Free Index. Normally, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The index is designed to measure the performance of companies in the S&P 500 Index that do not own fossil fuel reserves. 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

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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