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LZOEX Lazard Emerging Markets Equity Open

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Fund LZOEX Lazard Emerging Markets Equity Open FNDE Schwab Fundamental Emerg Mkts Lg Co ETF DEMZX Delaware Emerging Markets R6  
Similarity
?
100% 91% 94%
Annual Fees
?
$144.58
(1.37% Exp. Ratio)
$49.60
(0.47% Exp. Ratio)
$139.31
(1.32% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.54% annual return
$33,290.06 $43,718.34 $33,800.09
Est. savings over 30 yrs +$10,428.28 +$510.03
Return
As of 10/31/16
1 YR RETURN 15.79%
3 YR -2.98%
5 YR 1.33%
10 YR 3.96%
1 YR RETURN 21.89%
3 YR -2.52%
5 YR --
10 YR --
1 YR RETURN 20.11%
3 YR -0.82%
5 YR 4.02%
10 YR 5.38%
Description
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities, principally common stocks, of non-U.S. companies whose principal activities are located in emerging market countries and that the Investment Manager believes are undervalued based on their earnings, cash flow or asset values. Under normal circumstances, it invests at least 80% of its assets in equity securities of companies whose principal business activities are located in emerging market countries.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Russell RAFI Emerging Markets Large Company Index. The fund will invest at least 80% of its net assets in stocks included in the index, including depositary receipts representing securities of the index; which may be in the form of American Depositary receipts, Global Depositary receipts and European Depositary receipts. The index measures the performance of the large company size segment by fundamental overall company scores, which are created using as the universe the companies included in the Russell Emerging Markets Index.
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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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".

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