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HERRX Hartford Emerging Markets Equity R3

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Fund HERRX Hartford Emerging Markets Equity R3 TLTE FlexShares Mstar EmgMkts FctTilt ETF FEMKX Fidelity® Emerging Markets  
100% 90% 85%
Annual Fees
(1.96% Exp. Ratio)
(0.65% Exp. Ratio)
(1.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$27,996.59 $41,691.00 $36,938.57
Est. savings over 30 yrs +$13,694.40 +$8,941.98
As of 9/30/16
1 YR RETURN 14.33%
3 YR -0.10%
5 YR 3.62%
10 YR --
1 YR RETURN 16.29%
3 YR -0.09%
5 YR --
10 YR --
1 YR RETURN 18.19%
3 YR 2.44%
5 YR 5.13%
10 YR 3.08%
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 investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar® Emerging Markets Factor Tilt IndexSM. Under normal circumstances, the fund will invest at least 80% of its total assets in the securities of the underlying index and in ADRs and GDRs based on the securities in the underlying index. The underlying index reflects the performance of a selection of equity securities designed to provide broad exposure to the global emerging equities markets, with increased exposure (or a "tilt") to small-capitalization stocks and value stocks.
The investment seeks capital appreciation. The fund invests normally at least 80% of assets in securities of issuers in emerging markets and other investments that are tied economically to emerging markets. It invests normally in common stocks and allocates investments across different emerging market countries. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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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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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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