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HERAX Hartford Emerging Markets Equity A

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Fund HERAX Hartford Emerging Markets Equity A SCHE Schwab Emerging Markets Equity ETF™ FNDE Schwab Fundamental Emerg Mkts Lg Co ETF  
Similarity
?
100% 89% 88%
Annual Fees
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$184.72
(1.75% Exp. Ratio)
$13.72
(0.13% Exp. Ratio)
$49.61
(0.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$29,812.80 $48,694.23 $43,958.83
Est. savings over 30 yrs +$18,881.43 +$14,146.03
Return
As of 11/30/16
1 YR RETURN 7.08%
3 YR -2.71%
5 YR 0.98%
10 YR --
1 YR RETURN 9.69%
3 YR -1.91%
5 YR 1.20%
10 YR --
1 YR RETURN 24.83%
3 YR -2.64%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of companies in emerging markets. It will typically seek to maintain representation in each major industry represented in the MSCI Emerging Markets Index, although the extent of that representation may vary. The fund has no limit on the amount of assets that may be invested in each country. It may invest in securities of foreign issuers in the form of depositary receipts or other securities that are convertible into securities of foreign issuers.
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 track as closely as possible, before fees and expenses, the total return of the Russell RAFI Emerging Markets Large Company Index. The fund will invest at least 80% of its net assets in stocks included in the index, including depositary receipts representing securities of the index; which may be in the form of American Depositary receipts, Global Depositary receipts and European Depositary receipts. The index measures the performance of the large company size segment by fundamental overall company scores, which are created using as the universe the companies included in the Russell Emerging Markets 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.

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

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