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DSHGX DFA Selectively Hedged Glbl Eq I

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Fund DSHGX DFA Selectively Hedged Glbl Eq I FIEG DB FI Enhanced Global High Yield ETN  
Similarity
?
100% 87%
Annual Fees
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$42.20
(0.40% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$44,166.66 $48,336.93
Est. savings over 30 yrs +$4,170.27
Return
As of 12/31/16
1 YR RETURN 12.84%
3 YR 4.39%
5 YR 11.08%
10 YR --
1 YR RETURN 17.55%
3 YR 4.85%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. The portfolio is a "fund of funds," which means that the Portfolio generally allocates its assets among other mutual funds managed by the Advisor although it also has the ability to invest directly in securities and derivatives. It seeks to achieve exposure to a broad portfolio of securities of both U.S. companies and non-U.S. companies associated with countries with developed and emerging markets, including frontier markets, by primarily purchasing shares of U.S. Core Equity 2 Portfolio, International Core Equity Portfolio and Emerging Markets Core Equity Portfolio (the "underlying funds").
The investment seeks a return Linked to the MSCI World High Dividend Yield USD Gross Total Return Index due October 12, 2023 (the “securities”).

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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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