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FFRMX Templeton Frontier Markets C

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund FFRMX Templeton Frontier Markets C EWEM Guggenheim MSCI Em Mkts Eql Cntry Wt ETF SFGIX Seafarer Overseas Gr and Income Investor  
Similarity
?
100% 85% 85%
Annual Fees
?
$293.46
(2.78% Exp. Ratio)
$73.89
(0.70% Exp. Ratio)
$114.01
(1.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$21,762.03 $41,068.45 $36,606.15
Est. savings over 30 yrs +$19,306.42 +$14,844.12
Return
As of 12/31/16
1 YR RETURN 4.27%
3 YR -12.08%
5 YR -0.42%
10 YR --
1 YR RETURN 12.64%
3 YR -3.54%
5 YR 0.12%
10 YR --
1 YR RETURN 9.28%
3 YR 1.32%
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 correspond, before fees and expenses, to the price and yield performance of the MSCI Emerging Markets Equal Country Weighted Index (the "underlying index"). The fund invests primarily in equity securities to meet its investment objective of corresponding to the underlying index as closely as possible, before fees and expenses. The MSCI Emerging Markets Index is a free float-adjusted market capitalization index that is designed to measure equity market performance of certain markets deemed to be emerging markets. The fund is non-diversified.
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".

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