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APJRX Aberdeen Asia Pac ex-Japan Eq R

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund APJRX Aberdeen Asia Pac ex-Japan Eq R AXJL WisdomTree Asia Pacific ex-Japan ETF AIA iShares Asia 50  
Similarity
?
100% 91% 90%
Annual Fees
?
$182.66
(1.73% Exp. Ratio)
$50.68
(0.48% Exp. Ratio)
$52.79
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$30,235.02 $44,176.64 $43,911.07
Est. savings over 30 yrs +$13,941.61 +$13,676.05
Return
As of 10/31/16
1 YR RETURN 6.63%
3 YR -1.87%
5 YR 2.20%
10 YR --
1 YR RETURN 7.38%
3 YR -1.31%
5 YR 2.94%
10 YR 4.67%
1 YR RETURN 10.36%
3 YR 2.76%
5 YR 5.48%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities of Asia-Pacific (ex-Japan) companies. The advisor intends to invest in a number of different countries. It may invest a significant part of its assets in a single country. The fund may invest without limit in emerging market countries.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Asia Pacific ex-Japan Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested 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 a fundamentally weighted index that is comprised of dividend-paying companies in the Asia Pacific region, excluding Japan. It is non-diversified.
The investment seeks to track the S&P Asia 50TM, which is a total float-adjusted, market capitalization-weighted index that is designed to measure the performance of the 50 leading companies listed in four Asian countries or regions: Hong Kong, Singapore, South Korea and Taiwan. The fund generally will invest at least 90% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It 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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