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IJPTX VY® JPMorgan Emerging Markets Equity S2

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Fund IJPTX VY® JPMorgan Emerging Markets Equity S2 SCHE Schwab Emerging Markets Equity ETF™ HLEMX Harding Loevner Emerging Markets Advisor  
Similarity
?
100% 90% 93%
Annual Fees
?
$175.23
(1.66% Exp. Ratio)
$13.72
(0.13% Exp. Ratio)
$153.07
(1.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$30,701.46 $48,787.04 $32,730.44
Est. savings over 30 yrs +$18,085.58 +$2,028.97
Return
As of 12/31/16
1 YR RETURN 12.87%
3 YR -1.49%
5 YR 1.36%
10 YR 1.91%
1 YR RETURN 12.91%
3 YR -1.31%
5 YR 1.57%
10 YR --
1 YR RETURN 13.20%
3 YR -1.27%
5 YR 4.24%
10 YR 2.66%
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 to track as closely as possible, before fees and expenses, the total return of the FTSE Emerging Index. The fund will invest at least 90% of its net assets in stocks that are included in the index. The index is comprised of large and mid capitalization companies in emerging market countries, as defined by the index provider. It will concentrate its investments (i.e., hold 25% or more of its total assets) in a particular industry, group of industries or sector to approximately the same extent that the index is so concentrated.
The investment seeks long-term capital appreciation through investments in equity securities of companies based in emerging markets. The Portfolio invests at least 80% of its net assets (plus any borrowings for investment purposes) in emerging and frontier markets securities. It invests at least 65% of its total assets in common stocks, preferred stocks, rights and warrants issued by companies that are based in emerging or frontier markets, securities convertible into such securities (including Depositary Receipts), and investment companies that invest in the types of securities in which the Portfolio would normally invest.

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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

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