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JEITX JPMorgan Global Research Enh Idx Select

4 lower fee alternatives found

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Fund JEITX JPMorgan Global Research Enh Idx Select FIEG DB FI Enhanced Global High Yield ETN ACWV iShares Edge MSCI Min Vol Global  
Similarity
?
100% 88% 91%
Annual Fees
?
$35.87
(0.34% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
$21.10
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$45,051.22 $48,422.23 $46,989.02
Est. savings over 30 yrs +$3,371.00 +$1,937.79
Return
As of 11/30/16
1 YR RETURN 3.11%
3 YR 4.03%
5 YR --
10 YR --
1 YR RETURN 8.56%
3 YR 4.18%
5 YR --
10 YR --
1 YR RETURN 6.51%
3 YR 6.69%
5 YR 9.96%
10 YR --
Description
The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets in securities that are included in the index designated by the fund or securities whose economic returns are similar to such index or its components. It seeks to outperform the Morgan Stanley Capital International (MSCI) World Index (net of foreign withholding taxes) (the index) over time while maintaining similar risk characteristics. In implementing its strategy, the fund primarily invests in securities included within the universe of the index.
FI Enhanced Global High Yield Exchange Traded Notes Linked to the MSCI World High Dividend Yield USD Gross Total Return Index due October 12, 2023 (the “securities”).
The investment seeks to track the investment results of the MSCI ACWI Minimum Volatility (USD) 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 index measures the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility.

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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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