Investment Test Drive

TFMAX Templeton Frontier Markets A

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund TFMAX Templeton Frontier Markets A SFGIX Seafarer Overseas Gr and Income Investor EAEMX Parametric Emerging Markets Investor  
Similarity
?
100% 85% 85%
Annual Fees
?
$216.40
(2.05% Exp. Ratio)
$114.01
(1.08% Exp. Ratio)
$144.62
(1.37% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$27,251.24 $36,624.88 $33,536.98
Est. savings over 30 yrs +$9,373.64 +$6,285.75
Return
As of 12/31/16
1 YR RETURN 4.97%
3 YR -11.43%
5 YR 0.30%
10 YR --
1 YR RETURN 9.28%
3 YR 1.32%
5 YR --
10 YR --
1 YR RETURN 12.02%
3 YR -3.60%
5 YR 1.48%
10 YR 1.51%
Description
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in securities of companies located in "frontier market countries." It invests primarily in the equity securities of frontier market companies. The equity securities in which the fund invests are principally common stock and related depositary receipts and participatory notes. The fund may invest in the equity securities of companies of any size. Because frontier market companies tend to be considered small and micro-cap, the fund's investments in equity securities consist principally of those of small and micro-cap companies.
The investment seeks to provide long-term capital appreciation along with some current income; the fund seeks to mitigate adverse volatility in returns as a secondary objective. Normally, the fund seeks to achieve its investment objective by investing at least 80% of its total assets in dividend-paying common stocks, preferred stocks, convertible securities, and debt obligations of foreign companies, foreign governments and their agencies, where "total assets" means net assets, plus the amount of any borrowings for investment purposes. The fund can invest without constraint in the securities of companies located in developing countries.
The investment seeks to seek long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of companies located in emerging market countries. The advisor intends to invest primarily in securities issued by companies located in countries included in the MSCI Emerging Markets Index or the MSCI Frontier Markets Index. It may invest in securities issued by companies with a broad range of market capitalizations. More than 25% of its total assets may be denominated in any single currency.

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.

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.

+

Your Feedback has been sent successfully!