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SFENX Schwab Fdmtl Emerg Mkts Lg Co Idx

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Fund SFENX Schwab Fdmtl Emerg Mkts Lg Co Idx FNDE Schwab Fundamental Emerg Mkts Lg Co ETF  
Similarity
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100% 97%
Annual Fees
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$51.71
(0.49% Exp. Ratio)
$49.60
(0.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.54% annual return
$43,455.56 $43,718.34
Est. savings over 30 yrs +$262.78
Return
As of 10/31/16
1 YR RETURN 21.64%
3 YR -2.70%
5 YR -0.04%
10 YR --
1 YR RETURN 21.89%
3 YR -2.52%
5 YR --
10 YR --
Description
The investment seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell RAFI Emerging Markets Large Company Index. To pursue its goal, the fund primarily invests in stocks that are included in the Russell RAFI Emerging Markets Large Company Index (the index). The index measures the performance of the large company size segment by fundamental overall company scores (scores), which are created using as the universe the companies in the Russell Emerging Markets Index (the Russell 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.

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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

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