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NEMRX Neuberger Berman Emerg Mkts Eq R3

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund NEMRX Neuberger Berman Emerg Mkts Eq R3 GMM SPDR® S&P Emerging Markets ETF TLTE FlexShares Mstar EmgMkts FctTilt ETF  
Similarity
?
100% 92% 90%
Annual Fees
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$201.61
(1.91% Exp. Ratio)
$62.28
(0.59% Exp. Ratio)
$62.28
(0.59% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$28,390.17 $42,396.33 $42,396.33
Est. savings over 30 yrs +$14,006.15 +$14,006.15
Return
As of 11/30/16
1 YR RETURN 6.99%
3 YR -2.57%
5 YR 1.40%
10 YR --
1 YR RETURN 8.48%
3 YR -1.87%
5 YR 1.50%
10 YR --
1 YR RETURN 9.63%
3 YR -2.14%
5 YR --
10 YR --
Description
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of issuers in emerging market countries. It may invest in companies of any market capitalization. The fund may also invest in foreign real estate companies.
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.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar® Emerging Markets Factor Tilt IndexSM. Under normal circumstances, the fund will invest at least 80% of its total assets in the securities of the underlying index and in ADRs and GDRs based on the securities in the underlying index. The underlying index reflects the performance of a selection of equity securities designed to provide broad exposure to the global emerging equities markets, with increased exposure (or a "tilt") to small-capitalization stocks and value stocks.

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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

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