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FFMRX Templeton Frontier Markets R6

5 lower fee alternatives found

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Fund FFMRX Templeton Frontier Markets R6 SFGIX Seafarer Overseas Gr and Income Investor BIAQX Brown Advisory Somerset Emgerg Mkts Inv  
Similarity
?
100% 85% 85%
Annual Fees
?
$163.61
(1.55% Exp. Ratio)
$114.00
(1.08% Exp. Ratio)
$140.39
(1.33% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$31,688.20 $36,555.21 $33,882.84
Est. savings over 30 yrs +$4,867.00 +$2,194.64
Return
As of 11/30/16
1 YR RETURN 1.27%
3 YR -10.60%
5 YR 0.27%
10 YR --
1 YR RETURN 5.60%
3 YR 0.44%
5 YR --
10 YR --
1 YR RETURN 2.41%
3 YR -3.27%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in securities of companies located in "frontier market countries." It invests primarily in the equity securities of frontier market companies. The equity securities in which the fund invests are principally common stock and related depositary receipts and participatory notes. The fund may invest in the equity securities of companies of any size. Because frontier market companies tend to be considered small and micro-cap, the fund's investments in equity securities consist principally of those of small and micro-cap companies.
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.
The investment seeks total return by investing principally in equity securities issued by companies established or operating in emerging markets. The fund invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities issued by companies that are established or operating in emerging market countries. These will consist of companies in emerging market countries in Latin America, Asia, Eastern Europe, Africa, and the Middle East. It may invest up to 20% of its net assets in securities of companies that are established or operating in countries that are considered to be outside of emerging markets.

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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.

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.

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