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HERTX Hartford Emerging Markets Equity R5

3 lower fee alternatives found

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Fund HERTX Hartford Emerging Markets Equity R5 PRMSX T. Rowe Price Emerging Markets Stock CEMDX Cullen Emerging Markets High Div Retail  
100% 86% 86%
Annual Fees
(1.36% Exp. Ratio)
(1.24% Exp. Ratio)
(1.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$33,618.11 $34,866.94 $34,655.74
Est. savings over 30 yrs +$1,248.83 +$1,037.62
As of 9/30/16
1 YR RETURN 13.75%
3 YR 0.12%
5 YR 4.00%
10 YR --
1 YR RETURN 21.96%
3 YR 3.04%
5 YR 5.35%
10 YR 4.04%
1 YR RETURN 14.54%
3 YR 1.20%
5 YR --
10 YR --
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 long-term growth of capital through investments primarily in the common stocks of companies located (or with primary operations) in emerging markets. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in emerging market companies. It may purchase the stocks of companies of any size.
The investment seeks current income and long-term capital appreciation. The fund invests at least 80% of its net assets in high-dividend paying securities of companies across all capitalizations that are organized in, maintain at least 50% of their assets in, or derive at least 50% of their revenues from, emerging market countries. As a point of comparison, a high dividend paying common stock that the fund would invest in would generally have a dividend yield greater than the average dividend yield of the equity securities in the MSCI 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.


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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