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JEVAX JHancock Emerging Markets A

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Fund JEVAX JHancock Emerging Markets A FPMAX Fidelity® Emerging Markets Idx Premium VWO Vanguard FTSE Emerging Markets ETF  
Similarity
?
100% 93% 94%
Annual Fees
?
$153.05
(1.45% Exp. Ratio)
$14.78
(0.14% Exp. Ratio)
$15.83
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$32,662.60 $48,539.89 $48,394.28
Est. savings over 30 yrs +$15,877.29 +$15,731.68
Return
As of 11/30/16
1 YR RETURN 8.02%
3 YR -3.09%
5 YR 0.42%
10 YR --
1 YR RETURN 8.24%
3 YR -2.38%
5 YR 0.50%
10 YR --
1 YR RETURN 9.19%
3 YR -1.90%
5 YR 0.80%
10 YR 2.30%
Description
The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in companies associated with emerging markets designated from time to time by the Investment Committee of the manager. These emerging markets (Approved Markets) may include frontier markets (early-development emerging markets). The adviser may invest up to 10% of its total assets in shares of other investment companies that invest in one or more Approved Markets, although the adviser intends to do so only where access to those markets is otherwise significantly limited.
The investment seeks to provide investment results that correspond to the total return of emerging stock markets. The fund normally invests at least 80% of the fund's assets in securities included in the MSCI Emerging Markets Index and in depository receipts representing securities included in the index. The adviser uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, earnings growth, country weightings, and the effect of foreign taxes to attempt to replicate the returns of the index.
The investment seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in emerging market countries. The fund employs an indexing investment approach designed to track the performance of the FTSE Emerging Markets All Cap China A Inclusion Index, a market-capitalization-weighted index that is made up of approximately 3,500 common stocks of large-, mid-, and small-cap companies located in emerging markets around the world.

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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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