Investment Test Drive

MPRSX MassMutual Premier Strat Emerg Mkts R4

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund MPRSX MassMutual Premier Strat Emerg Mkts R4 SCHE Schwab Emerging Markets Equity ETF™ FPMAX Fidelity® Emerging Markets Idx Premium  
Similarity
?
100% 90% 91%
Annual Fees
?
$158.33
(1.50% Exp. Ratio)
$13.72
(0.13% Exp. Ratio)
$14.78
(0.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$32,175.50 $48,695.62 $48,549.55
Est. savings over 30 yrs +$16,520.12 +$16,374.05
Return
As of 11/30/16
1 YR RETURN 4.51%
3 YR -4.31%
5 YR -2.06%
10 YR --
1 YR RETURN 9.69%
3 YR -1.91%
5 YR 1.20%
10 YR --
1 YR RETURN 8.24%
3 YR -2.38%
5 YR 0.50%
10 YR --
Description
The investment seeks long-term capital growth. The fund mainly invests in common stocks of issuers in developing and emerging markets throughout the world and at times it may invest up to 100% of its total assets in foreign securities. It will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of issuers whose principal activities are in a developing (or emerging) market, i.e. are in a developing market or are economically tied to a developing market country. The fund will invest in at least three developing markets. It focuses on companies with above-average earnings growth.
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 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.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!