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HGSAX Rational Risk Managed Emerging Mkts A

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Fund HGSAX Rational Risk Managed Emerging Mkts A FTEMX Fidelity® Total Emerg Mkts  
100% 87%
Annual Fees
(1.55% Exp. Ratio)
(1.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$31,712.53 $33,194.55
Est. savings over 30 yrs +$1,482.02
As of 9/30/16
1 YR RETURN 8.23%
3 YR 3.60%
5 YR 5.36%
10 YR --
1 YR RETURN 19.01%
3 YR 3.67%
5 YR --
10 YR --
The investment seeks total return. The fund invests primarily in equity securities that provide the potential for capital appreciation. Under normal circumstances, it will invest at least 80% of its net assets, plus the amount of borrowings for investment purposes in equity securities of issuers and currencies that are organized, have a majority of their assets, or generate the majority of their operating income in emerging markets. The Sub-Advisor defines emerging market countries and those countries within the MSCI Emerging Markets Index.
The investment seeks income and capital growth. The fund normally invests at least 80% of the fund's assets in securities of issuers in emerging markets and other investments that are tied economically to emerging markets. It invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities, when its outlook is neutral. The fund allocates the fund's assets across emerging markets sectors, using different Fidelity managers. It allocates investments across different emerging market countries.

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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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