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JHMDX JHancock Emerging Markets Debt R4

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Fund JHMDX JHancock Emerging Markets Debt R4 PREMX T. Rowe Price Emerging Markets Bond  
Similarity
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100% 93%
Annual Fees
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$107.13
(1.05% Exp. Ratio)
$94.89
(0.93% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$13,319.15 $13,812.35
Est. savings over 30 yrs +$493.20
Return
As of 10/31/16
1 YR RETURN 14.10%
3 YR 4.34%
5 YR 5.04%
10 YR --
1 YR RETURN 14.42%
3 YR 5.85%
5 YR 5.87%
10 YR 6.64%
Description
The investment seeks total return with an emphasis on current income as well as capital appreciation. The fund normally invests at least 80% of its net assets in fixed-income securities and debt instruments of emerging-market issuers. The manager uses proprietary research to identify specific countries, corporate sectors, and issuers that are attractively priced. The manager's investment decisions are not constrained by market capitalization, company fundamentals, security valuation or seasoning, or similar characteristics. The fund is non-diversified.
The investment seeks to provide high income and capital appreciation. The fund will normally invest at least 80% (and potentially all) of its net assets (including any borrowings for investment purposes) in debt securities of emerging market governments or companies located in emerging market countries. The fund's investments in debt securities typically consist of corporate and sovereign bonds. The advisor considers frontier markets to be a subset of emerging markets and any investments in frontier markets will be counted toward the fund's 80% investment policy. 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.

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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

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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