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HGSIX Rational Risk Managed Emerging Mkts Intl

2 lower fee alternatives found

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Fund HGSIX Rational Risk Managed Emerging Mkts Intl SFGIX Seafarer Overseas Gr and Income Investor PRMSX T. Rowe Price Emerging Markets Stock  
100% 88% 91%
Annual Fees
(1.30% Exp. Ratio)
(1.08% Exp. Ratio)
(1.24% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$34,246.76 $36,612.39 $34,876.85
Est. savings over 30 yrs +$2,365.63 +$630.10
As of 12/31/16
1 YR RETURN -3.66%
3 YR -1.00%
5 YR 2.67%
10 YR --
1 YR RETURN 9.28%
3 YR 1.32%
5 YR --
10 YR --
1 YR RETURN 11.94%
3 YR 0.16%
5 YR 2.82%
10 YR 1.46%
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 to provide long-term capital appreciation along with some current income; the fund seeks to mitigate adverse volatility in returns as a secondary objective. Normally, the fund seeks to achieve its investment objective by investing at least 80% of its total assets in dividend-paying common stocks, preferred stocks, convertible securities, and debt obligations of foreign companies, foreign governments and their agencies, where "total assets" means net assets, plus the amount of any borrowings for investment purposes. The fund can invest without constraint in the securities of companies located in developing countries.
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.

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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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