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EMGCX Wells Fargo Emerging Markets Equity C

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Fund EMGCX Wells Fargo Emerging Markets Equity C PXH PowerShares FTSE RAFI Emerging Mkts ETF DEMZX Delaware Emerging Markets R6  
Similarity
?
100% 85% 91%
Annual Fees
?
$249.07
(2.36% Exp. Ratio)
$51.71
(0.49% Exp. Ratio)
$139.31
(1.32% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.54% annual return
$24,596.69 $43,455.56 $33,800.09
Est. savings over 30 yrs +$18,858.87 +$9,203.39
Return
As of 10/31/16
1 YR RETURN 13.09%
3 YR -2.30%
5 YR -0.47%
10 YR 3.79%
1 YR RETURN 25.08%
3 YR -1.56%
5 YR -0.15%
10 YR --
1 YR RETURN 20.11%
3 YR -0.82%
5 YR 4.02%
10 YR 5.38%
Description
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in emerging market equity securities. It invests principally in equity or other listed securities of emerging market companies. The fund's managers consider emerging market companies to include companies that are traded in, have their primary operations in, are domiciled in or derive a majority of their revenue from emerging market countries as defined by the MSCI Emerging Markets Index. It may have exposure to stocks across any capitalizations and styles and will be diversified across countries and sectors.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the FTSE RAFI Emerging Markets Index. The fund will invest at least 90% of its total assets in securities of companies domiciled in countries that are classified as emerging markets within the country classification definition of FTSE International Limited that comprise the underlying index, as well as ADRs and GDRs that are based on the securities in the index. The index is designed to track the performance of securities of companies domiciled in emerging market countries with the highest ranking cumulative score ("Fundamental Value").
The investment seeks long-term capital appreciation. The fund invests primarily in a broad range of equity securities of companies located in emerging market countries. Emerging market countries include those currently considered to be developing by the World Bank, the United Nations, or the countries' governments. These countries typically are located in the Asia-Pacific region, Eastern Europe, the Middle East, Central America, South America, and Africa. Under normal circumstances, at least 80% of the fund's net assets, plus any borrowings for investment purposes, will be invested in emerging market issuers (80% policy).

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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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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".

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