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APHYX Artisan Developing World Institutional

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Fund APHYX Artisan Developing World Institutional VMMSX Vanguard Emerg Mkts Sel Stk Inv  
Similarity
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100% 87%
Annual Fees
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$126.67
(1.20% Exp. Ratio)
$98.17
(0.93% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$35,247.99 $38,255.24
Est. savings over 30 yrs +$3,007.25
Return
As of 11/30/16
1 YR RETURN 10.19%
3 YR --
5 YR --
10 YR --
1 YR RETURN 13.18%
3 YR -2.58%
5 YR 1.85%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund's investment team employs a fundamental investment process to construct a diversified portfolio of securities that offers exposure to developing world economies. In pursuit of this goal, the team generally invests substantially in companies domiciled in or economically tied to countries the team considers to have characteristics typical of the developing world. Under normal circumstances, the fund invests substantially in equity securities of issuers domiciled in or economically tied to one or more markets in the developing world.
The investment seeks to provide long-term capital appreciation. The fund invests mainly in equity securities of companies located in emerging markets. It invests in small-, mid-, and large-capitalization companies and is expected to diversify its assets among companies located in emerging markets around the world. Under normal circumstances, at least 80% of the fund's assets will be invested in common stocks of companies located in emerging markets.

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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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