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BEXFX Baron Emerging Markets Retail

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Fund BEXFX Baron Emerging Markets Retail TLTE FlexShares Mstar EmgMkts FctTilt ETF SFGIX Seafarer Overseas Gr and Income Investor  
Similarity
?
100% 87% 89%
Annual Fees
?
$153.06
(1.45% Exp. Ratio)
$62.28
(0.59% Exp. Ratio)
$114.01
(1.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$32,719.28 $42,462.65 $36,612.39
Est. savings over 30 yrs +$9,743.37 +$3,893.11
Return
As of 12/31/16
1 YR RETURN 3.75%
3 YR -1.57%
5 YR 6.11%
10 YR --
1 YR RETURN 12.03%
3 YR -1.55%
5 YR --
10 YR --
1 YR RETURN 9.28%
3 YR 1.32%
5 YR --
10 YR --
Description
The investment seeks capital appreciation. The fund normally invests 80% of its net assets in equity securities in the form of common stock of growth companies domiciled, headquartered or whose primary business activities or principal trading markets are in developing countries. A developing country is a country included in the MSCI Emerging Markets (EM) Index and other countries determined by the Adviser to be developing countries based on classifications.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar® Emerging Markets Factor Tilt IndexSM. Under normal circumstances, the fund will invest at least 80% of its total assets in the securities of the underlying index and in ADRs and GDRs based on the securities in the underlying index. The underlying index reflects the performance of a selection of equity securities designed to provide broad exposure to the global emerging equities markets, with increased exposure (or a "tilt") to small-capitalization stocks and value stocks.
The investment seeks to provide long-term capital appreciation along with some current income; the fund seeks to mitigate adverse volatility in returns as a secondary objective. Normally, the fund seeks to achieve its investment objective by investing at least 80% of its total assets in dividend-paying common stocks, preferred stocks, convertible securities, and debt obligations of foreign companies, foreign governments and their agencies, where "total assets" means net assets, plus the amount of any borrowings for investment purposes. The fund can invest without constraint in the securities of companies located in developing countries.

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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

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