Investment Test Drive

BRKUX MFS Blended Research Em Mkts Eq R4

11 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund BRKUX MFS Blended Research Em Mkts Eq R4 ADRE BLDRS Emerging Markets 50 ADR ETF XCEM Columbia EM Core ex-China ETF  
100% 91% 95%
Annual Fees
(0.99% Exp. Ratio)
(0.30% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$37,615.39 $46,328.53 $45,636.56
Est. savings over 30 yrs +$8,713.14 +$8,021.16
As of 9/30/16
1 YR RETURN 17.79%
3 YR --
5 YR --
10 YR --
1 YR RETURN 26.94%
3 YR 0.28%
5 YR 1.72%
10 YR 3.09%
1 YR RETURN 22.50%
3 YR --
5 YR --
10 YR --
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities of issuers that are tied economically to emerging market countries. Emerging market countries are countries whose financial and capital markets are in the development phase and include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. The fund may invest the fund's assets in companies of any size.
The investment seeks to provide investment results that correspond generally, before fees and expenses, to the price and yield performance of the Bank of New York Emerging Markets 50 ADR Index. The fund typically invests substantially all of its assets in the securities that make up the index.The index is intended to give investors a benchmark for tracking the price and yield performance of Emerging Markets Depositary Receipts. the fund is non-diversified.
The investment seeks investment results that correspond to the price and yield performance of the Beta Thematic Emerging Markets ex-China Index. The fund will invest at least 80% of its net assets in the companies included in the underlying index and the advisor generally expects to be substantially invested at such times, with at least 95% of its net assets invested in these securities. The underlying index is designed to provide broad, core emerging markets equity exposure by measuring the stock performance of up to 700 emerging markets companies, excluding companies listed or domiciled in China or Hong Kong. The fund is non-diversified.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


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.


Your Feedback has been sent successfully!