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FTRI First Trust Indxx Glbl Natrl Res Inc ETF

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Fund FTRI First Trust Indxx Glbl Natrl Res Inc ETF GNR SPDR® S&P Global Natural Resources ETF GUNR FlexShares Mstar Glbl Upstrm Nat Res ETF  
Similarity
?
100% 89% 86%
Annual Fees
?
$73.96
(0.70% Exp. Ratio)
$42.26
(0.40% Exp. Ratio)
$48.60
(0.46% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$42,179.86 $46,175.09 $45,347.85
Est. savings over 30 yrs +$3,995.24 +$3,168.00
Return
As of 11/30/16
1 YR RETURN 5.69%
3 YR -17.70%
5 YR -16.57%
10 YR --
1 YR RETURN 21.27%
3 YR -3.80%
5 YR -2.06%
10 YR --
1 YR RETURN 21.17%
3 YR -2.96%
5 YR -1.42%
10 YR --
Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Indxx Global Natural Resources Income Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks and/or depositary receipts that comprise the index. The index is a 50-stock free float adjusted market capitalization weighted index designed to measure the market performance of the 50 highest dividend yielding companies involved in the upstream segment of the natural resources sector. The fund is non-diversified.
The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of S&P Global Natural Resources Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is comprised of 90 of the largest U.S. and foreign publicly traded companies, based on market capitalization, in natural resources and commodities businesses that meet certain investability requirements. The fund is non-diversified.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar® Global Upstream Natural Resources IndexSM. The fund normally will invest at least 80% of its total assets in the securities of the underlying index and in ADRs and GDRs based on the securities in the underlying index. The underlying index reflects the performance of a selection of equity securities that are traded in or are issued by companies domiciled in global developed or emerging markets (including the U.S.), as determined by the index provider pursuant to its index methodology. 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

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