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JFEUX JPMorgan Global Unconstrained Eq R6

2 lower fee alternatives found

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Fund JFEUX JPMorgan Global Unconstrained Eq R6 DODWX Dodge & Cox Global Stock IILGX Thrivent Large Cap Stock S  
Similarity
?
100% 90% 85%
Annual Fees
?
$79.12
(0.75% Exp. Ratio)
$66.46
(0.63% Exp. Ratio)
$65.41
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$39,744.71 $41,211.89 $41,336.49
Est. savings over 30 yrs +$1,467.18 +$1,591.78
Return
As of 12/31/16
1 YR RETURN 4.53%
3 YR 4.01%
5 YR 10.54%
10 YR --
1 YR RETURN 17.10%
3 YR 4.82%
5 YR 13.18%
10 YR --
1 YR RETURN 5.26%
3 YR 4.50%
5 YR 11.24%
10 YR 4.41%
Description
The investment seeks long-term capital appreciation. The fund primarily invests in equity securities of global (U.S. and foreign) companies and is generally unconstrained by any particular capitalization, style or sector and may invest in any region or country, including emerging markets. Under normal circumstances, it invests at least 80% of its assets in equity and equity-like securities. The fund will invest at least 40% of its total assets in countries other than the United States.
The investment seeks long-term growth of principal and income. Under normal circumstances, the fund will invest at least 40% of its total assets in securities of non-U.S. companies and at least 80% of its total assets in equity securities, including common stocks, depositary receipts evidencing ownership of common stocks, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks.
The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of large companies. The Adviser focuses mainly on the securities of large domestic and international companies which have market capitalizations similar to those in widely known indices such as the S&P 500 Index, the Russell 1000® Index, or the large company market capitalization classifications published by Lipper, Inc.

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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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