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JEMDX JPMorgan Emerging Markets Debt Sel

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Fund JEMDX JPMorgan Emerging Markets Debt Sel VGAVX Vanguard Emerg Mkts Govt Bd Idx Admiral VWOB Vanguard Emerging Markets Govt Bd ETF  
Similarity
?
100% 88% 88%
Annual Fees
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$96.95
(0.95% Exp. Ratio)
$33.68
(0.33% Exp. Ratio)
$34.70
(0.34% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.06% annual return
$13,826.56 $16,672.99 $16,622.88
Est. savings over 30 yrs +$2,846.43 +$2,796.32
Return
As of 11/30/16
1 YR RETURN 5.41%
3 YR 3.57%
5 YR 4.64%
10 YR 4.82%
1 YR RETURN 6.98%
3 YR 5.18%
5 YR --
10 YR --
1 YR RETURN 6.97%
3 YR 5.16%
5 YR --
10 YR --
Description
The investment seeks high total return from a portfolio of fixed income securities of emerging markets issuers. The fund normally invests at least 80% of the value of its assets in emerging market debt investments. It invests primarily in debt securities that the adviser believes have the potential to provide a high total return from countries whose economies or bond markets are less developed. The fund does not have any minimum quality rating and may invest without limit in securities that are rated below investment grade (commonly known as junk bonds) or the unrated equivalent. It is non-diversified.
The investment seeks to track the performance of a benchmark index that measures the investment return of U.S. dollar-denominated bonds issued by governments and government-related issuers in emerging market countries. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays USD Emerging Markets Government RIC Capped Index. All of the fund's investments will be selected through the sampling process, and under normal circumstances at least 80% of the fund's assets will be invested in bonds included in the index. It is non-diversified.
The investment seeks to track the performance of a benchmark index that measures the investment return of U.S. dollar-denominated bonds issued by governments and government-related issuers in emerging market countries. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays USD Emerging Markets Government RIC Capped Index. All of the fund's investments will be selected through the sampling process, and under normal circumstances at least 80% of the fund's assets will be invested in bonds included in the index. 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.

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.

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