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AXJCX AB Asia ex-Japan Equity C

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund AXJCX AB Asia ex-Japan Equity C AXJV iShares Edge MSCI Min Vol Asia ex Japan EEMA iShares MSCI Emerging Markets Asia  
Similarity
?
100% 93% 94%
Annual Fees
?
$227.03
(2.15% Exp. Ratio)
$36.96
(0.35% Exp. Ratio)
$51.74
(0.49% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$26,687.67 $46,111.03 $44,206.64
Est. savings over 30 yrs +$19,423.36 +$17,518.97
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.88%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.35%
3 YR -0.13%
5 YR --
10 YR --
Description
The investment seeks long-term growth of capital. The Adviser seeks to achieve the fund's investment objective by investing, under normal circumstance, at least 80% of the fund's net assets in a portfolio of equity securities of companies in the Asia region, excluding companies in Japan ("Asia ex-Japan companies"). It may invest in futures contracts to gain exposure to foreign markets. The fund may also take long and short positions in currencies (or related derivatives) independent of any such security positions. It is non-diversified.
The investment seeks to track the investment results of the MSCI AC Asia ex Japan Minimum Volatility (USD) Index. 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 of the index. The index is designed by selecting securities from the MSCI AC Asia ex Japan Index, which is a capitalization-weighted index, and then follows a rules-based methodology to optimize the index and determine weights for securities in the index that seeks to minimize total risk of the parent index. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI Emerging Markets (EM) Asia Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The underlying index may include large-, mid- or small-capitalization companies. Components of the underlying index primarily include consumer discretionary, financials, industrials and information technology companies.

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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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