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HEEM iShares Currency Hedged MSCI Emerg Mkts

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Fund HEEM iShares Currency Hedged MSCI Emerg Mkts SCHE Schwab Emerging Markets Equity ETF™ FPMAX Fidelity® Emerging Markets Idx Premium  
Similarity
?
100% 94% 95%
Annual Fees
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$77.04
(0.73% Exp. Ratio)
$13.72
(0.13% Exp. Ratio)
$14.78
(0.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.54% annual return
$40,418.88 $48,427.84 $48,282.58
Est. savings over 30 yrs +$8,008.96 +$7,863.70
Return
As of 10/31/16
1 YR RETURN 6.21%
3 YR --
5 YR --
10 YR --
1 YR RETURN 11.01%
3 YR -0.99%
5 YR 0.92%
10 YR --
1 YR RETURN 9.87%
3 YR -1.41%
5 YR 0.66%
10 YR --
Description
The investment seeks to track the investment results of the MSCI Emerging Markets 100% Hedged to USD Index. The fund generally will invest at least 90% of its assets in the component securities (including indirect investments through the underlying fund) and other instruments of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is an equity benchmark for global emerging markets stock performance with the currency risk inherent in the securities included in the index hedged to the U.S. dollar on a monthly basis. The fund is non-diversified.
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 provide investment results that correspond to the total return of emerging stock markets. The fund normally invests at least 80% of the fund's assets in securities included in the MSCI Emerging Markets Index and in depository receipts representing securities included in the index. The adviser uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, earnings growth, country weightings, and the effect of foreign taxes to attempt to replicate the returns of the index.

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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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