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DOFCX Dreyfus Strategic Beta Emerg Mkts Eq C

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Fund DOFCX Dreyfus Strategic Beta Emerg Mkts Eq C XCEM Columbia EM Core ex-China ETF FNDE Schwab Fundamental Emerg Mkts Lg Co ETF  
Similarity
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100% 93% 94%
Annual Fees
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$184.72
(1.75% Exp. Ratio)
$36.94
(0.35% Exp. Ratio)
$49.61
(0.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$29,812.80 $45,576.93 $43,958.83
Est. savings over 30 yrs +$15,764.13 +$14,146.03
Return
As of 11/30/16
1 YR RETURN 11.98%
3 YR --
5 YR --
10 YR --
1 YR RETURN 13.88%
3 YR --
5 YR --
10 YR --
1 YR RETURN 24.83%
3 YR -2.64%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of companies organized or with their principal place of business, or majority of assets or business, in emerging market countries.
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.
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.

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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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