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JOMMX JOHCM Emerging Mkts Sm Mid Cp Eq Instl

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Fund JOMMX JOHCM Emerging Mkts Sm Mid Cp Eq Instl FEMS First Trust Emerg Mkts SC AlphaDEX® ETF ARTZX Artisan Emerging Markets Inv  
100% 90% 85%
Annual Fees
(1.54% Exp. Ratio)
(0.80% Exp. Ratio)
(1.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.54% annual return
$31,611.02 $39,572.52 $31,998.56
Est. savings over 30 yrs +$7,961.50 +$387.54
As of 10/31/16
1 YR RETURN 14.85%
3 YR --
5 YR --
10 YR --
1 YR RETURN 16.49%
3 YR 0.16%
5 YR --
10 YR --
1 YR RETURN 15.66%
3 YR -0.22%
5 YR 0.66%
10 YR 1.95%
The investment seeks long-term capital appreciation. The fund invests, under normal market conditions, at least 80% of its assets (net assets plus the amount of borrowings for investment purposes) in equity securities issued by small and medium capitalization companies that are listed in, or whose principal business activities are located in, emerging markets, including frontier markets. It also may invest, under normal market conditions, up to 20% of its assets in securities of small developed markets companies that derive, or are expected to derive, a significant portion of their revenues from their operations in emerging or frontier markets.
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NASDAQ AlphaDEX(R) Emerging Markets Small Cap Index. The fund will normally invest at least 90% of its net assets in common stocks and/or depositary receipts that comprise the index. The index is designed to select small cap stocks from the NASDAQ Emerging Markets Index (the "base index") that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX(R) selection methodology. The fund is non-diversified.
The investment seeks maximum long-term capital growth. The fund's investment team employs a fundamental research process to construct a diversified portfolio of emerging market companies. Under normal circumstances, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in equity securities of issuers domiciled, headquartered, or whose primary business activities or principal trading markets are in emerging and less developed markets.

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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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