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TYWIX AMG Trilogy Emerging Wealth Equity Z

4 lower fee alternatives found

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Fund TYWIX AMG Trilogy Emerging Wealth Equity Z QEMM SPDR® MSCI Emerging Mkts StratcFacts ETF GEM Goldman Sachs ActiveBeta® EMkts Eq ETF  
Similarity
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100% 85% 85%
Annual Fees
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$110.83
(1.05% Exp. Ratio)
$31.67
(0.30% Exp. Ratio)
$47.50
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$36,889.26 $46,268.00 $44,224.60
Est. savings over 30 yrs +$9,378.74 +$7,335.34
Return
As of 11/30/16
1 YR RETURN 4.10%
3 YR --
5 YR --
10 YR --
1 YR RETURN 7.48%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.54%
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. The fund will normally seek to achieve its investment objective by investing in the equity securities of companies which may be located in either developed or emerging markets and which are exposed to, and derive revenue or profits from, emerging market countries. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities (generally common and preferred stocks).
The investment seeks to track the performance of the MSCI Emerging Markets Factor Mix A-Series Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index captures large- and mid-cap representation across 23 emerging markets countries and aims to represent the performance of value, low volatility, and quality factor strategies. The fund is non-diversified.
The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Goldman Sachs ActiveBeta® Emerging Markets Equity Index. The fund invests at least 80% of its assets (exclusive of collateral held from securities lending) in securities included in its underlying index, in depositary receipts representing securities included in its underlying index and in underlying stocks in respect of depositary receipts included in its underlying index. The index is designed to deliver exposure to equity securities of emerging market issuers.

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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.

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.

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