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ABEMX Aberdeen Emerging Markets Instl

5 lower fee alternatives found

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Fund ABEMX Aberdeen Emerging Markets Instl FNDE Schwab Fundamental Emerg Mkts Lg Co ETF GMM SPDR® S&P Emerging Markets ETF  
Similarity
?
100% 89% 93%
Annual Fees
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$116.11
(1.10% Exp. Ratio)
$49.61
(0.47% Exp. Ratio)
$62.28
(0.59% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$36,334.13 $43,958.83 $42,396.33
Est. savings over 30 yrs +$7,624.70 +$6,062.20
Return
As of 11/30/16
1 YR RETURN 8.00%
3 YR -2.94%
5 YR 1.30%
10 YR --
1 YR RETURN 24.83%
3 YR -2.64%
5 YR --
10 YR --
1 YR RETURN 8.48%
3 YR -1.87%
5 YR 1.50%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks, but may also invest in other types of equity securities, including, but not limited to, preferred stock and depositary receipts. It invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities of emerging market companies. The fund may invest in securities denominated in U.S. Dollars and currencies of emerging market countries in which it is permitted to invest. It may invest in securities of any market capitalization, including small and mid-cap securities.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Russell RAFI Emerging Markets Large Company Index. The fund will invest at least 80% of its net assets in stocks included in the index, including depositary receipts representing securities of the index; which may be in the form of American Depositary receipts, Global Depositary receipts and European Depositary receipts. The index measures the performance of the large company size segment by fundamental overall company scores, which are created using as the universe the companies included in the Russell Emerging Markets Index.
The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Emerging BMI Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is a market capitalization weighted index designed to define and measure the investable universe of publicly traded companies domiciled in emerging markets. 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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