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FDPIX ProFunds Falling US Dollar Investor

5 lower fee alternatives found

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Fund FDPIX ProFunds Falling US Dollar Investor CEW WisdomTree Emerging Currency Strat ETF UUP PowerShares DB US Dollar Bullish ETF  
Similarity
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100% 92% 89%
Annual Fees
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$179.75
(1.78% Exp. Ratio)
$55.54
(0.55% Exp. Ratio)
$75.74
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 0.98% annual return
$7,826.40 $11,368.62 $10,702.36
Est. savings over 30 yrs +$3,542.22 +$2,875.96
Return
As of 11/30/16
1 YR RETURN -3.61%
3 YR -9.28%
5 YR -6.82%
10 YR -3.01%
1 YR RETURN 2.65%
3 YR -4.67%
5 YR -2.78%
10 YR --
1 YR RETURN 0.68%
3 YR 6.54%
5 YR 3.53%
10 YR --
Description
The investment seeks daily investment results that correspond to the daily performance of the basket of non-U.S. currencies included in the U.S. Dollar Index. The fund invests in derivatives that the adviser believes, in combination, should have similar daily return characteristics as the daily return of the benchmark. The index measures the performance of the U.S. Dollar against the performance of a basket of six major world currencies. The fund is non-diversified.
The investment seeks to achieve total returns reflective of both money market rates in selected emerging market countries available to foreign investors and changes to the value of these currencies relative to the U.S. dollar. The fund will invest, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in investments whose combined performance is tied economically to selected emerging market countries. It generally will maintain a weighted average portfolio maturity of 90 days or less with respect to the money market securities in its portfolio. The fund is non-diversified.
The investment seeks to track the price and yield performance, before fees and expenses, of the Deutsche Bank Long US Dollar Futures index. The index is comprised solely of long futures contracts. The futures contract is designed to replicate the performance of being long the US Dollar against the Euro, Japanese Yen, British Pound, Canadian Dollar, Swedish Krona and Swiss Franc.

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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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