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CEMIX Causeway Emerging Markets Instl

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Fund CEMIX Causeway Emerging Markets Instl TLTE FlexShares Mstar EmgMkts FctTilt ETF FEMKX Fidelity® Emerging Markets  
100% 90% 85%
Annual Fees
(1.21% Exp. Ratio)
(0.59% Exp. Ratio)
(1.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.54% annual return
$34,948.87 $42,164.39 $36,687.45
Est. savings over 30 yrs +$7,215.52 +$1,738.58
As of 10/31/16
1 YR RETURN 4.82%
3 YR -1.72%
5 YR 2.49%
10 YR --
1 YR RETURN 9.41%
3 YR -1.43%
5 YR --
10 YR --
1 YR RETURN 8.07%
3 YR 0.17%
5 YR 2.57%
10 YR 2.36%
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its total assets in equity securities of companies located in emerging (less developed) markets and other investments that are tied economically to emerging markets. Generally these investments include common stock, preferred and preference stock, American Depositary Receipts, European Depositary Receipts, Global Depositary Receipts, and exchange-traded funds ("ETFs") that invest in emerging markets securities. It may invest in the aggregate up to 10% of total fund assets in less developed emerging markets not included in the MSCI EM 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.
The investment seeks capital appreciation. The fund invests normally at least 80% of assets in securities of issuers in emerging markets and other investments that are tied economically to emerging markets. It invests normally in common stocks and allocates investments across different emerging market countries. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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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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