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MAEMX Victory Trivalent Emerging Mkts Sm-Cp A

3 lower fee alternatives found

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Fund MAEMX Victory Trivalent Emerging Mkts Sm-Cp A ADVMX Advisory Research Emerging Mkts Opps JMFTX Janus Emerging Markets T  
Similarity
?
100% 88% 86%
Annual Fees
?
$186.85
(1.77% Exp. Ratio)
$143.57
(1.36% Exp. Ratio)
$159.40
(1.51% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.57% annual return
$29,716.45 $33,671.66 $32,168.94
Est. savings over 30 yrs +$3,955.21 +$2,452.49
Return
As of 12/31/16
1 YR RETURN 2.78%
3 YR -0.80%
5 YR --
10 YR --
1 YR RETURN 10.27%
3 YR -0.61%
5 YR --
10 YR --
1 YR RETURN 8.09%
3 YR -0.75%
5 YR 2.12%
10 YR --
Description
The investment seeks long-term growth of capital. The advisor pursues long-term growth of capital in the fund by investing primarily in equity securities (i.e., common stocks, depositary receipts, preferred stocks, convertible securities, rights and warrants) of companies in emerging markets countries. Under normal circumstances, at least 80% of the fund's net assets will be in securities of small-capitalization companies that are tied economically to emerging markets countries. In selecting emerging market small-capitalization investments for the fund, the advisor employs a bottom-up investment approach that emphasizes individual stock selection.
The investment seeks long term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of companies that are either listed, domiciled, or conduct a meaningful amount of business in emerging markets. The fund's advisor defines companies conducting a meaningful amount of business in emerging markets as those companies that derive at least 50% of revenues or net profits from, or have at least 50% of assets or production capacities in, emerging market countries. It is non-diversified.
The investment seeks long-term growth of capital. The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets in securities of issuers in emerging market countries. It normally invests in securities of issuers that (i) are primarily listed on the trading market of an emerging market country; (ii) are incorporated or have their principal business activities in an emerging market country; or (iii) derive 50% or more of their revenues from, or have 50% or more of their assets in, an emerging market country.

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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.

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

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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