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SBEMX Segall Bryant & Hamill Emerging Mkts I

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Fund SBEMX Segall Bryant & Hamill Emerging Mkts I FNDE Schwab Fundamental Emerg Mkts Lg Co ETF DGRE WisdomTree Emerging Mkts Qual Div Gr ETF  
Similarity
?
100% 87% 87%
Annual Fees
?
$129.81
(1.23% Exp. Ratio)
$49.60
(0.47% Exp. Ratio)
$66.49
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.54% annual return
$34,737.23 $43,718.34 $41,658.37
Est. savings over 30 yrs +$8,981.11 +$6,921.14
Return
As of 10/31/16
1 YR RETURN 10.54%
3 YR -3.01%
5 YR 1.47%
10 YR --
1 YR RETURN 21.89%
3 YR -2.52%
5 YR --
10 YR --
1 YR RETURN 12.61%
3 YR -1.96%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities, primarily common stock, of companies tied economically to emerging markets countries. The fund's advisor considers emerging markets countries to be those countries included in the MSCI Emerging Markets Index.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Russell RAFI Emerging Markets Large Company Index. The fund will invest at least 80% of its net assets in stocks included in the index, including depositary receipts representing securities of the index; which may be in the form of American Depositary receipts, Global Depositary receipts and European Depositary receipts. The index measures the performance of the large company size segment by fundamental overall company scores, which are created using as the universe the companies included in the Russell Emerging Markets Index.
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.

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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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