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NMMEX Northern Active M Emerging Market Equity

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Fund NMMEX Northern Active M Emerging Market Equity DGRE WisdomTree Emerging Mkts Qual Div Gr ETF VMMSX Vanguard Emerg Mkts Sel Stk Inv  
Similarity
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100% 90% 93%
Annual Fees
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$116.09
(1.10% Exp. Ratio)
$66.49
(0.63% Exp. Ratio)
$98.15
(0.93% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.54% annual return
$36,135.36 $41,658.37 $38,045.95
Est. savings over 30 yrs +$5,523.01 +$1,910.60
Return
As of 10/31/16
1 YR RETURN 10.28%
3 YR -2.17%
5 YR 1.44%
10 YR --
1 YR RETURN 12.61%
3 YR -1.96%
5 YR --
10 YR --
1 YR RETURN 12.95%
3 YR -2.07%
5 YR 1.85%
10 YR --
Description
The investment seeks to provide long-term capital appreciation. The fund will invest, under normal circumstances, at least 80% of its net assets in equity securities of issuers domiciled in emerging and frontier markets. It utilizes a "multi-manager" approach whereby the fund's assets are allocated to one or more sub-advisers, in percentages determined at the discretion of the fund's investment advisers. The fund's sub-advisers may also consider emerging and frontier markets as classified by the World Bank, International Finance Corporation or the United Nations and other similar agencies.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Emerging Markets Quality Dividend Growth Index (the "index"). The index is a fundamentally weighted index that consists of emerging market dividend-paying common stocks with growth characteristics. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The fund is non-diversified.
The investment seeks to provide long-term capital appreciation. The fund invests mainly in equity securities of companies located in emerging markets. It invests in small-, mid-, and large-capitalization companies and is expected to diversify its assets among companies located in emerging markets around the world. Under normal circumstances, at least 80% of the fund's assets will be invested in common stocks of companies located in emerging 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.

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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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