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IJEAX VY® JPMorgan Emerging Markets Equity A

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Fund IJEAX VY® JPMorgan Emerging Markets Equity A DEMZX Delaware Emerging Markets R6  
Similarity
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100% 88%
Annual Fees
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$196.30
(1.86% Exp. Ratio)
$139.31
(1.32% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.54% annual return
$28,669.83 $33,800.09
Est. savings over 30 yrs +$5,130.25
Return
As of 10/31/16
1 YR RETURN 12.37%
3 YR -1.01%
5 YR 1.07%
10 YR 3.41%
1 YR RETURN 20.11%
3 YR -0.82%
5 YR 4.02%
10 YR 5.38%
Description
The investment seeks capital appreciation. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in the equity securities of issuers located in at least three countries with emerging securities markets. Countries with emerging markets include most countries in the world except Australia, Canada, Japan, New Zealand, the United Kingdom, the United States, and most of the countries of Western Europe.
The investment seeks long-term capital appreciation. The fund invests primarily in a broad range of equity securities of companies located in emerging market countries. Emerging market countries include those currently considered to be developing by the World Bank, the United Nations, or the countries' governments. These countries typically are located in the Asia-Pacific region, Eastern Europe, the Middle East, Central America, South America, and Africa. Under normal circumstances, at least 80% of the fund's net assets, plus any borrowings for investment purposes, will be invested in emerging market issuers (80% policy).

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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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Similarity

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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