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CMBRX Columbia Emerging Markets Bond R

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Fund CMBRX Columbia Emerging Markets Bond R EMHY iShares Emerging Markets High Yield Bond FNMIX Fidelity® New Markets Income  
100% 91% 90%
Annual Fees
(1.39% Exp. Ratio)
(0.50% Exp. Ratio)
(0.86% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$11,970.84 $15,674.30 $14,059.28
Est. savings over 30 yrs +$3,703.46 +$2,088.45
As of 9/30/16
1 YR RETURN 18.31%
3 YR 4.89%
5 YR 6.13%
10 YR 6.99%
1 YR RETURN 19.96%
3 YR 7.12%
5 YR --
10 YR --
1 YR RETURN 18.93%
3 YR 7.25%
5 YR 7.77%
10 YR 7.92%
The investment seeks to provide shareholders with high total return through current income and, secondarily, through capital appreciation. The fund invests primarily in fixed income securities of emerging markets issuers. Under normal circumstances, at least 80% of its net assets (including the amount of any borrowings for investment purposes) will be invested in fixed income securities of issuers that are located in emerging markets countries, or that earn 50% or more of their total revenues from goods or services produced in emerging markets countries or from sales made in emerging markets countries. The fund is non-diversified.
The investment seeks to track the investment results of the Morningstar® Emerging Markets High Yield Bond IndexSM. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates. The index tracks the performance of the below-investment-grade U.S. dollar-denominated emerging market sovereign and corporate high yield bond market. The fund is non-diversified.
The investment seeks high current income; capital appreciation is a secondary objective. The fund normally invests at least 80% of assets in securities of issuers in emerging markets (countries that have an emerging stock market as defined by MSCI, countries or markets with low- to middle-income economies as classified by the World Bank, and other countries or markets with similar emerging characteristics) and other investments that are tied economically to emerging markets. It is non-diversified.

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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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Yes, funds and ETFs charge fees

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