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RSMAX RBC Emerging Markets Small Cap Eq A

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Fund RSMAX RBC Emerging Markets Small Cap Eq A VWO Vanguard FTSE Emerging Markets ETF VEMAX Vanguard Emerging Mkts Stock Idx Adm  
Similarity
?
100% 85% 85%
Annual Fees
?
$199.50
(1.89% Exp. Ratio)
$15.83
(0.15% Exp. Ratio)
$15.83
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$28,565.16 $48,403.91 $48,403.91
Est. savings over 30 yrs +$19,838.75 +$19,838.75
Return
As of 11/30/16
1 YR RETURN 5.73%
3 YR --
5 YR --
10 YR --
1 YR RETURN 9.19%
3 YR -1.90%
5 YR 0.80%
10 YR 2.30%
1 YR RETURN 9.18%
3 YR -1.90%
5 YR 0.79%
10 YR 2.30%
Description
The investment seeks to provide long-term total capital growth. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its assets in equity securities of smaller companies and/or investments that provide exposure to equity securities of smaller issuers tied to emerging market countries that are considered by the fund to have the potential to provide long-term total capital growth. The adviser currently considers smaller companies and issuers to be those that have a market capitalization at the time of purchase of up to $5 billion.
The investment seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in emerging market countries. The fund employs an indexing investment approach designed to track the performance of the FTSE Emerging Markets All Cap China A Inclusion Index, a market-capitalization-weighted index that is made up of approximately 3,500 common stocks of large-, mid-, and small-cap companies located in emerging markets around the world.
The investment seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in emerging market countries. The fund employs an indexing investment approach designed to track the performance of the FTSE Emerging Markets All Cap China A Inclusion Index, a market-capitalization-weighted index that is made up of approximately 3,500 common stocks of large-, mid-, and small-cap companies located in emerging markets around the world.

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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".

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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