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LEIOX Lazard Emerging Markets Income Open

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Fund LEIOX Lazard Emerging Markets Income Open PYEWX Payden Emerging Markets Bond Adviser  
Similarity
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100% 85%
Annual Fees
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$122.43
(1.20% Exp. Ratio)
$103.05
(1.01% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$12,710.10 $13,464.20
Est. savings over 30 yrs +$754.09
Return
As of 12/31/16
1 YR RETURN 2.52%
3 YR --
5 YR --
10 YR --
1 YR RETURN 11.17%
3 YR 4.90%
5 YR 4.96%
10 YR 5.95%
Description
The investment seeks total return consisting of appreciation and income. Under normal circumstances, the Portfolio invests at least 80% of its assets in currencies, debt securities, derivative instruments and other investments that are economically tied to emerging market countries. Such investments may include combinations of these instruments that have economic characteristics similar to currencies or debt securities economically tied to emerging markets countries. The fund is non-diversified.
The investment seeks a high level of total return. Under normal market conditions, the fund invests at least 80% of its total assets in debt securities and similar debt instruments issued by governments, agencies and instrumentalities of emerging market countries (or economically linked with such securities), and other issuers organized, headquartered or principally located in emerging market countries. 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".

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