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EPEIX EP Emerging Markets Small Companies I

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Fund EPEIX EP Emerging Markets Small Companies I FEDDX Fidelity® Emerging Markets Discovery  
100% 85%
Annual Fees
(1.50% Exp. Ratio)
(1.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$32,215.76 $32,709.98
Est. savings over 30 yrs +$494.22
As of 9/30/16
1 YR RETURN 12.40%
3 YR 1.31%
5 YR 9.43%
10 YR --
1 YR RETURN 17.69%
3 YR 2.26%
5 YR --
10 YR --
The investment seeks long term capital appreciation. The fund seeks to achieve its investment objective by investing at least 80% of its net assets in equity securities of small capitalization companies that are tied economically to emerging market countries. The fund's sub-advisor defines small capitalization companies as those companies with market capitalizations, at the time of investment, of below $3 billion. Emerging market countries are those countries that are, at the time of investment, included in the Morgan Stanley Capital International (MSCI) Emerging Markets Index.
The investment seeks capital appreciation. The fund invests at least 80% of assets in securities of issuers in emerging markets (countries that have an emerging stock market as defined by MSCI, countries or markets with low- to middle-income economies as classified by the World Bank, and other countries or markets with similar emerging characteristics) and other investments that are tied economically to emerging markets. It normally invests primarily in common stocks.

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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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