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WESNX William Blair Emerg Mkts Sm Cp Gr N

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Fund WESNX William Blair Emerg Mkts Sm Cp Gr N GMLVX GuideMark® Emerging Markets Service  
Similarity
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100% 88%
Annual Fees
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$174.17
(1.65% Exp. Ratio)
$164.67
(1.56% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$30,731.44 $31,586.40
Est. savings over 30 yrs +$854.96
Return
As of 11/30/16
1 YR RETURN -4.88%
3 YR 1.39%
5 YR 9.19%
10 YR --
1 YR RETURN 6.60%
3 YR 2.88%
5 YR 11.13%
10 YR 2.19%
Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of emerging market small capitalization ("small cap") companies. The fund invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), issued by emerging market small cap companies, that the Adviser believes have above average growth, profitability and quality characteristics.
The investment seeks capital appreciation over the long term. Under normal circumstances, the fund invests at least 80% of its assets in securities and other instruments that provide exposure to emerging market countries. It will, under normal circumstances, seek exposure to a minimum of three emerging market countries. The fund mainly invests in equity securities of issuers in emerging market countries. Its investments in equity securities may include common stocks, unit stocks, stapled securities, ETFs and preferred stocks of companies of any size capitalization.

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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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