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EQIRX Wells Fargo Emerging Markets Eq Inc R6

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Fund EQIRX Wells Fargo Emerging Markets Eq Inc R6 PXH PowerShares FTSE RAFI Emerging Mkts ETF SFGIX Seafarer Overseas Gr and Income Investor  
Similarity
?
100% 86% 87%
Annual Fees
?
$128.78
(1.22% Exp. Ratio)
$51.72
(0.49% Exp. Ratio)
$114.01
(1.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$35,089.37 $43,762.96 $36,612.39
Est. savings over 30 yrs +$8,673.59 +$1,523.03
Return
As of 12/31/16
1 YR RETURN 5.25%
3 YR -1.03%
5 YR --
10 YR --
1 YR RETURN 32.43%
3 YR -0.89%
5 YR 0.61%
10 YR --
1 YR RETURN 9.28%
3 YR 1.32%
5 YR --
10 YR --
Description
The investment seeks to achieve long-term capital appreciation and current income. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of companies in emerging market countries; and across any market capitalization. The adviser considers emerging market countries to be, among others, countries included in the MSCI Emerging Markets Index.
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 to provide long-term capital appreciation along with some current income; the fund seeks to mitigate adverse volatility in returns as a secondary objective. Normally, the fund seeks to achieve its investment objective by investing at least 80% of its total assets in dividend-paying common stocks, preferred stocks, convertible securities, and debt obligations of foreign companies, foreign governments and their agencies, where "total assets" means net assets, plus the amount of any borrowings for investment purposes. The fund can invest without constraint in the securities of companies located in developing countries.

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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".

Yes, funds and ETFs charge fees

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