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TYWSX AMG Trilogy Emerging Wealth Equity I

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Fund TYWSX AMG Trilogy Emerging Wealth Equity I SEMFX Scout Emerging Markets  
Similarity
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100% 85%
Annual Fees
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$122.42
(1.16% Exp. Ratio)
$116.09
(1.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.54% annual return
$35,483.44 $36,135.36
Est. savings over 30 yrs +$651.92
Return
As of 10/31/16
1 YR RETURN 8.77%
3 YR --
5 YR --
10 YR --
1 YR RETURN 9.30%
3 YR -1.84%
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 long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of emerging market companies. Emerging market countries include those currently considered to be developing by the World Bank, the International Finance Corporation, the United Nations, or the countries' authorities, or countries included in the MSCI Emerging Markets Index or MSCI Frontier 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.

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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