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HEMZX Virtus Emerging Markets Opportunities A

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Fund HEMZX Virtus Emerging Markets Opportunities A BEXFX Baron Emerging Markets Retail  
100% 88%
Annual Fees
(1.56% Exp. Ratio)
(1.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$31,591.79 $32,668.18
Est. savings over 30 yrs +$1,076.39
As of 11/30/16
1 YR RETURN 0.13%
3 YR -0.97%
5 YR 1.49%
10 YR 4.48%
1 YR RETURN 4.96%
3 YR -0.68%
5 YR 5.37%
10 YR --
The investment seeks capital appreciation. The fund offers investors exposure to emerging economies through well-established companies. Under normal circumstances, it invests at least 80% of its assets in equity securities or equity-linked instruments of issuers located in emerging markets countries; such issuers may be of any capitalization. Emerging markets countries generally include every nation in the world except the U.S., Canada, Japan, Australia, New Zealand and most nations located in Western Europe.
The investment seeks capital appreciation. The fund normally invests 80% of its net assets in equity securities in the form of common stock of growth companies domiciled, headquartered or whose primary business activities or principal trading markets are in developing countries. A developing country is a country included in the MSCI Emerging Markets (EM) Index and other countries determined by the Adviser to be developing countries based on classifications.

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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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