Investment Test Drive

WFEMX WCM Focused Emerging Markets Investor

7 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 WFEMX WCM Focused Emerging Markets Investor DGRE WisdomTree Emerging Mkts Qual Div Gr ETF FEMKX Fidelity® Emerging Markets  
Similarity
?
100% 88% 88%
Annual Fees
?
$175.19
(1.66% Exp. Ratio)
$66.49
(0.63% Exp. Ratio)
$110.81
(1.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.54% annual return
$30,475.42 $41,658.37 $36,687.45
Est. savings over 30 yrs +$11,182.95 +$6,212.03
Return
As of 10/31/16
1 YR RETURN 6.12%
3 YR -2.42%
5 YR --
10 YR --
1 YR RETURN 12.61%
3 YR -1.96%
5 YR --
10 YR --
1 YR RETURN 8.07%
3 YR 0.17%
5 YR 2.57%
10 YR 2.36%
Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of companies in emerging or frontier countries or markets. It may invest in securities of any size companies. The fund generally invests in the securities of companies domiciled in at least three different countries.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Emerging Markets Quality Dividend Growth Index (the "index"). The index is a fundamentally weighted index that consists of emerging market dividend-paying common stocks with growth characteristics. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The fund is non-diversified.
The investment seeks capital appreciation. The fund invests normally at least 80% of assets in securities of issuers in emerging markets and other investments that are tied economically to emerging markets. It invests normally in common stocks and allocates investments across different emerging market countries. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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!