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CNWZX Calamos Evolving World Growth B

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Fund CNWZX Calamos Evolving World Growth B SCHE Schwab Emerging Markets Equity ETF™ FPMAX Fidelity® Emerging Markets Idx Premium  
Similarity
?
100% 86% 86%
Annual Fees
?
$254.39
(2.41% Exp. Ratio)
$13.72
(0.13% Exp. Ratio)
$14.78
(0.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$24,354.86 $48,694.23 $48,548.17
Est. savings over 30 yrs +$24,339.38 +$24,193.32
Return
As of 11/30/16
1 YR RETURN -6.59%
3 YR -6.33%
5 YR -1.87%
10 YR --
1 YR RETURN 9.69%
3 YR -1.91%
5 YR 1.20%
10 YR --
1 YR RETURN 8.24%
3 YR -2.38%
5 YR 0.50%
10 YR --
Description
The investment seeks long-term capital growth. The fund invests at least 40% of its assets in securities of foreign issuers. The advisor intends to invest at least 35% of its assets in equity, convertible or debt securities of issuers that are incorporated in emerging market countries. It invests the remaining assets in equity, convertible or debt securities of companies, regardless of where they are incorporated, if the adviser determines that a significant portion (generally, 20% or more) of the assets or revenues of each such company is attributable to emerging market countries and sovereign and agency debt of non-emerging market countries.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the FTSE Emerging Index. The fund invests at least 90% of net assets in stocks that are included in the index. The index is comprised of large- and mid- capitalization companies in emerging market countries, as defined by the index provider. It will concentrate its investments (i.e., hold 25% or more of its total assets) in a particular industry, group of industries or sector to approximately the same extent that the index is so concentrated.
The investment seeks to provide investment results that correspond to the total return of emerging stock markets. The fund normally invests at least 80% of the fund's assets in securities included in the MSCI Emerging Markets Index and in depository receipts representing securities included in the index. The adviser uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, earnings growth, country weightings, and the effect of foreign taxes to attempt to replicate the returns of the index.

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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

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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