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IBEMX Invesco Emerging Markets Flexible Bd B

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Fund IBEMX Invesco Emerging Markets Flexible Bd B EMHY iShares Emerging Markets High Yield Bond EMSH ProShares Short Term USD Emerg Mkts Bd  
Similarity
?
100% 94% 87%
Annual Fees
?
$203.09
(1.99% Exp. Ratio)
$51.03
(0.50% Exp. Ratio)
$51.03
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.06% annual return
$10,073.75 $15,840.62 $15,840.62
Est. savings over 30 yrs +$5,766.86 +$5,766.86
Return
As of 11/30/16
1 YR RETURN 0.39%
3 YR -6.65%
5 YR -3.55%
10 YR --
1 YR RETURN 10.40%
3 YR 5.76%
5 YR --
10 YR --
1 YR RETURN 5.67%
3 YR 4.03%
5 YR --
10 YR --
Description
The investment seeks total return through growth of capital and current income. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in debt securities of emerging markets countries and in derivatives and other instruments that have economic characteristics similar to such securities. The debt securities in which the fund primarily invests include emerging markets sovereign, quasi-sovereign, corporate and supranational bonds. It is non-diversified.
The investment seeks to track the investment results of the MorningstarĀ® 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 investment results before fees and expenses that track the performance of the DBIQ Short Duration Emerging Market Bond Index. The index is comprised of a diversified portfolio of USD-denominated Emerging Market bonds that have less than or equal to five years remaining to maturity that are issued by Emerging Market sovereign governments, non-sovereign government agencies and entities, and corporations with significant government ownership. The fund will principally invest in U.S. dollar-denominated debt securities issued by Sovereign, Sub-Sovereign or Quasi-Sovereign issuers.

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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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