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JMIEX JPMorgan Emerging Markets Equity L

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Fund JMIEX JPMorgan Emerging Markets Equity L SCHE Schwab Emerging Markets Equity ETF™ GMM SPDR® S&P Emerging Markets ETF  
Similarity
?
100% 90% 90%
Annual Fees
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$100.28
(0.95% Exp. Ratio)
$13.72
(0.13% Exp. Ratio)
$62.28
(0.59% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$38,017.75 $48,685.93 $42,389.10
Est. savings over 30 yrs +$10,668.18 +$4,371.35
Return
As of 11/30/16
1 YR RETURN 8.47%
3 YR -1.95%
5 YR 0.73%
10 YR 2.50%
1 YR RETURN 9.69%
3 YR -1.91%
5 YR 1.20%
10 YR --
1 YR RETURN 8.48%
3 YR -1.87%
5 YR 1.50%
10 YR --
Description
The investment seeks to provide high total return. The fund invests at least 80% of the value of its assets in equity securities and equity-related instruments that are tied economically to emerging markets. It may invest in securities denominated in U.S. dollars, other major reserve currencies, such as the euro, yen and pound sterling, and currencies of other countries in which it can invest.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the FTSE Emerging Index. The fund invests at least 90% of 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 investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Emerging BMI Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is a market capitalization weighted index designed to define and measure the investable universe of publicly traded companies domiciled in emerging markets. The fund is non-diversified.

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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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