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HERYX Hartford Emerging Markets Equity Y

3 lower fee alternatives found

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Fund HERYX Hartford Emerging Markets Equity Y TLTE FlexShares Mstar EmgMkts FctTilt ETF GMM SPDR® S&P Emerging Markets ETF  
100% 90% 89%
Annual Fees
(1.28% Exp. Ratio)
(0.59% Exp. Ratio)
(0.59% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$34,395.87 $42,389.10 $42,389.10
Est. savings over 30 yrs +$7,993.22 +$7,993.22
As of 11/30/16
1 YR RETURN 7.56%
3 YR -2.27%
5 YR 1.45%
10 YR --
1 YR RETURN 9.63%
3 YR -2.14%
5 YR --
10 YR --
1 YR RETURN 8.48%
3 YR -1.87%
5 YR 1.50%
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 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 investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Emerging BMI Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is a market capitalization weighted index designed to define and measure the investable universe of publicly traded companies domiciled in emerging markets. The fund is non-diversified.

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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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