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TAPRX Columbia Asia Pacific ex-Japan R5

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Fund TAPRX Columbia Asia Pacific ex-Japan R5 AIA iShares Asia 50  
Similarity
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100% 87%
Annual Fees
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$120.38
(1.14% Exp. Ratio)
$52.80
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$36,307.21 $44,062.29
Est. savings over 30 yrs +$7,755.08
Return
As of 11/30/16
1 YR RETURN 6.53%
3 YR 0.39%
5 YR 4.59%
10 YR --
1 YR RETURN 13.16%
3 YR 1.80%
5 YR 6.66%
10 YR --
Description
The investment seeks to provide shareholders with long-term growth of capital. The fund will invest at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) in securities of companies located in the Asia Pacific Region, excluding Japan. It may seek its objective through investments in, among other instruments, common stocks and depositary receipts. The fund may invest in companies that have market capitalizations of any size.
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.

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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

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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