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JIREX JHFunds2 Real Estate Secs 1

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Fund JIREX JHFunds2 Real Estate Secs 1 REZ iShares Residential Rel Est Capped  
Similarity
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100% 93%
Annual Fees
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$83.42
(0.79% Exp. Ratio)
$50.69
(0.48% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$40,386.44 $44,348.93
Est. savings over 30 yrs +$3,962.49
Return
As of 10/31/16
1 YR RETURN 7.08%
3 YR 10.39%
5 YR 10.98%
10 YR 5.00%
1 YR RETURN 7.97%
3 YR 11.97%
5 YR 11.32%
10 YR --
Description
The investment seeks to achieve a combination of long-term capital appreciation and current income. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of REITs and real estate companies. Equity securities include common stock, preferred stock and securities convertible into common stock. It may invest up to 10% of its total assets in securities of foreign real estate companies. The fund is non-diversified.
The investment seeks to track the investment results of the FTSE NAREIT All Residential Capped Index composed of U.S. residential, healthcare and self-storage real estate equities. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index measures the performance of the residential apartments, manufactured homes, healthcare and self-storage real estate sectors of the U.S. equity market. 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.

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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