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IIDEX Voya Diversified Emerging Markets Debt I

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Fund IIDEX Voya Diversified Emerging Markets Debt I EMB iShares JPMorgan USD Emerg Markets Bond EMHY iShares Emerging Markets High Yield Bond  
Similarity
?
100% 85% 89%
Annual Fees
?
$96.93
(0.95% Exp. Ratio)
$40.81
(0.40% Exp. Ratio)
$51.02
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$13,728.94 $16,209.99 $15,728.78
Est. savings over 30 yrs +$2,481.05 +$1,999.84
Return
As of 10/31/16
1 YR RETURN 8.14%
3 YR 4.01%
5 YR --
10 YR --
1 YR RETURN 11.35%
3 YR 5.97%
5 YR 5.70%
10 YR --
1 YR RETURN 14.02%
3 YR 5.84%
5 YR --
10 YR --
Description
The investment seeks total return including capital appreciation and current income. The fund normally invests at least 80% of its net assets in: (i) debt instruments of, or derivatives having economic characteristics similar to the debt instruments of, issuers in emerging market countries; or (ii) debt instruments that have principal denominated in emerging market currencies. The fund may invest in a range of fixed-income and floating rate debt instruments of issuers in emerging markets countries, including sovereign and corporate debt, through direct investment as well as investment in a combination of other Voya mutual funds ("underlying funds").
The investment seeks to track the investment results of the J.P. Morgan EMBISM Global Core Index composed of U.S. dollar-denominated, emerging market bonds. 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, as well as in securities not included in the underlying index. The fund 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.

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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

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