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CNWZX Calamos Evolving World Growth B

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Fund CNWZX Calamos Evolving World Growth B TEQKX TIAA-CREF Emerging Markets Eq Idx Retail DGRE WisdomTree Emerging Mkts Qual Div Gr ETF  
100% 86% 86%
Annual Fees
(2.41% Exp. Ratio)
(0.61% Exp. Ratio)
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$24,371.47 $42,169.94 $41,916.11
Est. savings over 30 yrs +$17,798.46 +$17,544.63
As of 9/30/16
1 YR RETURN 7.94%
3 YR -2.51%
5 YR 1.61%
10 YR --
1 YR RETURN 16.19%
3 YR -0.97%
5 YR 2.80%
10 YR --
1 YR RETURN 21.11%
3 YR -0.33%
5 YR --
10 YR --
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 a favorable long-term total return, mainly through capital appreciation, by investing primarily in a portfolio of emerging market equity investments based on a market index. Under normal circumstances, the fund invests at least 80% of its assets in equity securities that comprise its benchmark index, the MSCI Emerging Markets® Index ("MSCI EM Index"), or in instruments with economic characteristics similar to all or a portion of the MSCI EM Index. It buys most, but not necessarily all, of the stocks in its benchmark index, and the advisor will attempt to closely match the overall investment attributes of the fund's benchmark index.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Emerging Markets Quality Dividend Growth Index (the "index"). The index is a fundamentally weighted index that consists of emerging market dividend-paying common stocks with growth characteristics. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The fund is non-diversified.

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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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