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BICHX BlackRock Emerging Markets Div Instl

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Fund BICHX BlackRock Emerging Markets Div Instl FNDE Schwab Fundamental Emerg Mkts Lg Co ETF TLTE FlexShares Mstar EmgMkts FctTilt ETF  
Similarity
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100% 86% 88%
Annual Fees
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$158.33
(1.50% 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
$32,174.58 $43,958.83 $42,396.33
Est. savings over 30 yrs +$11,784.25 +$10,221.74
Return
As of 11/30/16
1 YR RETURN 9.42%
3 YR -3.77%
5 YR 1.63%
10 YR --
1 YR RETURN 24.83%
3 YR -2.64%
5 YR --
10 YR --
1 YR RETURN 9.63%
3 YR -2.14%
5 YR --
10 YR --
Description
The investment seeks investment income; and, as a secondary objective, to seek capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying equity securities of, or derivatives having economic characteristics similar to the dividend-paying equity securities of, companies domiciled in, or tied economically to emerging market countries. It may also invest in pre-emerging markets, also known as frontier markets, which are emerging market countries that are considered to be among the smallest, least mature and least liquid. The fund is non-diversified.
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 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.

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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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