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TEEMX Templeton Instl Emerging Markets Ser Adv

2 lower fee alternatives found

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Fund TEEMX Templeton Instl Emerging Markets Ser Adv FNDE Schwab Fundamental Emerg Mkts Lg Co ETF SFENX Schwab Fdmtl Emerg Mkts Lg Co Idx  
Similarity
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100% 85% 86%
Annual Fees
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$127.72
(1.21% Exp. Ratio)
$49.61
(0.47% Exp. Ratio)
$51.72
(0.49% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$35,141.12 $43,958.83 $43,694.60
Est. savings over 30 yrs +$8,817.71 +$8,553.49
Return
As of 11/30/16
1 YR RETURN 14.54%
3 YR -3.67%
5 YR 0.15%
10 YR 1.57%
1 YR RETURN 24.83%
3 YR -2.64%
5 YR --
10 YR --
1 YR RETURN 24.55%
3 YR -2.73%
5 YR 0.20%
10 YR --
Description
The investment seeks long-term capital growth. Under normal market conditions, the fund invests at least 80% of its net assets in securities issued by "emerging market companies". Emerging market countries include those considered to be emerging or developing by the World Bank, the International Finance Corporation, the United Nations, or the countries' authorities, or countries with a stock market capitalization of less than 3% of the MSCI World Index. It invests predominantly in the equity securities of emerging market companies of any size.
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 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).

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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".

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