Investment Test Drive

WAESX Wasatch Emerging Markets Select Investor

15 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 WAESX Wasatch Emerging Markets Select Investor VWO Vanguard FTSE Emerging Markets ETF VEMAX Vanguard Emerging Mkts Stock Idx Adm  
Similarity
?
100% 86% 86%
Annual Fees
?
$158.33
(1.50% Exp. Ratio)
$15.83
(0.15% Exp. Ratio)
$15.83
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$32,174.58 $48,402.53 $48,402.53
Est. savings over 30 yrs +$16,227.95 +$16,227.95
Return
As of 11/30/16
1 YR RETURN -4.43%
3 YR -6.21%
5 YR --
10 YR --
1 YR RETURN 9.19%
3 YR -1.90%
5 YR 0.80%
10 YR 2.30%
1 YR RETURN 9.18%
3 YR -1.90%
5 YR 0.79%
10 YR 2.30%
Description
The investment seeks long-term growth of capital. The fund invests primarily in companies of all market capitalizations that are tied economically to emerging market countries. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of companies that are tied economically to emerging market countries. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, financials, health care, industrials, materials, telecommunication services, and in convertible securities.
The investment seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in emerging market countries. The fund employs an indexing investment approach designed to track the performance of the FTSE Emerging Markets All Cap China A Inclusion Index, a market-capitalization-weighted index that is made up of approximately 3,500 common stocks of large-, mid-, and small-cap companies located in emerging markets around the world.
The investment seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in emerging market countries. The fund employs an indexing investment approach designed to track the performance of the FTSE Emerging Markets All Cap China A Inclusion Index, a market-capitalization-weighted index that is made up of approximately 3,500 common stocks of large-, mid-, and small-cap companies located in emerging markets around the world.

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!