Investment Test Drive

EMMIX Lazard Emerging Markets Multi Asset Inst

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund EMMIX Lazard Emerging Markets Multi Asset Inst TGMEX TCW Emerg Mkts Multi-Asst Opps N  
Similarity
?
100% 90%
Annual Fees
?
$137.22
(1.30% Exp. Ratio)
$129.83
(1.23% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$34,193.27 $34,928.31
Est. savings over 30 yrs +$735.05
Return
As of 11/30/16
1 YR RETURN 4.51%
3 YR -3.71%
5 YR -0.69%
10 YR --
1 YR RETURN 7.30%
3 YR -0.54%
5 YR --
10 YR --
Description
The investment seeks total return from current income and capital appreciation. Under normal circumstances, the Portfolio invests at least 80% of its assets in securities and other investments that are economically tied to emerging market countries. Emerging market countries include all countries not represented by the MSCI World Index. The allocation of the Portfolio's assets among countries and regions may vary from time to time based on the Investment Manager's judgment and its analysis of market conditions.
The investment seeks current income and long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in debt and equity securities issued or guaranteed by companies, financial institutions and government entities in Emerging Market Countries. It may invest in other pooled investment vehicles, including registered investment companies. The fund may invest in exchange-traded funds ("ETFs") and exchange-traded notes ("ETNs"). The fund is non-diversified.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!