Investment Test Drive

SMLNX Schroder Emerging Markets Small Cap Inv

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund SMLNX Schroder Emerging Markets Small Cap Inv DGS WisdomTree Emerging Markets SmCp Div ETF ARTZX Artisan Emerging Markets Inv  
100% 85% 85%
Annual Fees
(1.65% Exp. Ratio)
(0.63% Exp. Ratio)
(1.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$30,736.68 $41,887.53 $32,174.58
Est. savings over 30 yrs +$11,150.85 +$1,437.90
As of 11/30/16
1 YR RETURN 11.34%
3 YR --
5 YR --
10 YR --
1 YR RETURN 12.30%
3 YR -2.87%
5 YR 2.24%
10 YR --
1 YR RETURN 12.41%
3 YR -1.16%
5 YR 0.51%
10 YR 0.84%
The investment seeks long-term capital appreciation. The fund will normally invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies the fund's sub-adviser considers to be "emerging market" small cap companies at the time of investment. It may invest in common and preferred stocks (or units of ordinary and preference shares), securities convertible into common and preferred stocks, warrants to purchase common and preferred stocks, index-linked warrants, and securities issued in initial public offerings ("IPOs").
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Emerging Markets SmallCap Dividend Index. Under normal circumstances, at least 95% 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 index is a fundamentally weighted index that is comprised of small cap common stocks selected from the WisdomTree Emerging Markets Dividend Index. The fund is non-diversified.
The investment seeks maximum long-term capital growth. The fund's investment team employs a fundamental research process to construct a diversified portfolio of emerging market companies. Under normal circumstances, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in equity securities of issuers domiciled, headquartered, or whose primary business activities or principal trading markets are in emerging and less developed markets.

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!