Investment Test Drive

SEMNX Schroder Emerging Market Equity Inv

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund SEMNX Schroder Emerging Market Equity Inv DGRE WisdomTree Emerging Mkts Qual Div Gr ETF SEMFX Scout Emerging Markets  
100% 88% 86%
Annual Fees
(1.25% Exp. Ratio)
(0.63% Exp. Ratio)
(1.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$34,743.41 $41,919.68 $36,362.02
Est. savings over 30 yrs +$7,176.27 +$1,618.61
As of 9/30/16
1 YR RETURN 16.92%
3 YR -0.43%
5 YR 4.25%
10 YR 4.51%
1 YR RETURN 21.11%
3 YR -0.33%
5 YR --
10 YR --
1 YR RETURN 18.07%
3 YR 0.18%
5 YR --
10 YR --
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of "emerging market" companies. The fund's sub-adviser currently considers "emerging market" companies to be issuers listed or domiciled in, deriving a substantial portion of their revenues from, or having a substantial portion of their assets in countries represented in the MSCI Emerging Market Index, which covers 23 countries and over 800 stocks in regions such as Asia, Latin America, Eastern Europe, the Middle East and Africa, though the sub-adviser may at times determine to invest in the wider emerging markets universe.
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 long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of emerging market companies. Emerging market countries include those currently considered to be developing by the World Bank, the International Finance Corporation, the United Nations, or the countries' authorities, or countries included in the MSCI Emerging Markets Index or MSCI Frontier Markets 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.


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!