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ARTYX Artisan Developing World Investor

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Fund ARTYX Artisan Developing World Investor JPEM JPMorgan Diversified Return EMkts Eq ETF DGRE WisdomTree Emerging Mkts Qual Div Gr ETF  
Similarity
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100% 85% 89%
Annual Fees
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$158.34
(1.50% Exp. Ratio)
$53.84
(0.51% Exp. Ratio)
$66.50
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$32,235.91 $43,514.69 $41,967.36
Est. savings over 30 yrs +$11,278.78 +$9,731.46
Return
As of 12/31/16
1 YR RETURN 11.74%
3 YR --
5 YR --
10 YR --
1 YR RETURN 13.31%
3 YR --
5 YR --
10 YR --
1 YR RETURN 11.75%
3 YR -2.03%
5 YR --
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 investment results that closely correspond, before fees and expenses, to the performance of the FTSE Emerging Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of equity securities from emerging markets selected to represent a diversified set of factor characteristics, originally developed by the adviser.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Emerging Markets Quality Dividend Growth Index (the "index"). The index is a fundamentally weighted index that consists of emerging market dividend-paying common stocks with growth characteristics. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. 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.

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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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