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WWEAX Westwood Emerging Markets A

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Fund WWEAX Westwood Emerging Markets A SCHE Schwab Emerging Markets Equity ETF™ FTEMX Fidelity® Total Emerg Mkts  
Similarity
?
100% 89% 88%
Annual Fees
?
$154.12
(1.46% Exp. Ratio)
$13.72
(0.13% Exp. Ratio)
$147.79
(1.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$32,619.82 $48,770.41 $33,220.97
Est. savings over 30 yrs +$16,150.58 +$601.15
Return
As of 12/31/16
1 YR RETURN 12.17%
3 YR -1.61%
5 YR --
10 YR --
1 YR RETURN 12.91%
3 YR -1.31%
5 YR 1.57%
10 YR --
1 YR RETURN 12.22%
3 YR 0.52%
5 YR 4.28%
10 YR --
Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of emerging market companies. The fund managers consider a company to be an emerging market company if (i) at least 50% of the company's assets are located in emerging markets; (ii) at least 50% of the company's revenues are generated in emerging markets; or (iii) the company is domiciled in an emerging market.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the FTSE Emerging Index. The fund will invest at least 90% of its net assets in stocks that are included in the index. The index is comprised of large and mid capitalization companies in emerging market countries, as defined by the index provider. It will concentrate its investments (i.e., hold 25% or more of its total assets) in a particular industry, group of industries or sector to approximately the same extent that the index is so concentrated.
The investment seeks income and capital growth. The fund normally invests at least 80% of the fund's assets in securities of issuers in emerging markets and other investments that are tied economically to emerging markets. It invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities, when its outlook is neutral. The fund allocates the fund's assets across emerging markets sectors, using different Fidelity managers. It allocates investments across different emerging market countries.

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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.

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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

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