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EMRGX Capital Emerging Markets Growth

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Fund EMRGX Capital Emerging Markets Growth SCHE Schwab Emerging Markets Equity ETF™ VWO Vanguard FTSE Emerging Markets ETF  
100% 91% 92%
Annual Fees
(0.82% Exp. Ratio)
(0.13% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$39,601.98 $48,757.93 $48,465.85
Est. savings over 30 yrs +$9,155.95 +$8,863.87
As of 9/30/16
1 YR RETURN 14.97%
3 YR -2.68%
5 YR 1.31%
10 YR 3.31%
1 YR RETURN 16.51%
3 YR 0.24%
5 YR 3.03%
10 YR --
1 YR RETURN 15.83%
3 YR 0.19%
5 YR 3.45%
10 YR 3.91%
The investment seeks long-term capital growth. The fund invests primarily in common stock and other equity securities of issuers in developing countries. Developing countries are also known as "emerging markets." In determining whether an issuer is in a developing country, the manager will consider whether the country is generally considered to be a developing country by the international financial community, where the issuer is domiciled, the location of the issuer's principal place of business and/or whether the issuer has substantial assets, or derives significant revenues or profits from developing 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 track the performance of a benchmark index that measures the investment return of stocks issued by companies located in emerging market countries. The fund employs an indexing investment approach designed to track the performance of the FTSE Emerging Markets All Cap China A Inclusion Index, a market-capitalization-weighted index that is made up of approximately 3,500 common stocks of large-, mid-, and small-cap companies located in emerging markets around the world.

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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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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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