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LWISX Western Asset Emerging Markets Dbt IS

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Fund LWISX Western Asset Emerging Markets Dbt IS HYEM VanEck Vectors EM High Yield Bond ETF EMHY iShares Emerging Markets High Yield Bond  
Similarity
?
100% 89% 93%
Annual Fees
?
$81.63
(0.80% 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
$14,366.56 $16,209.99 $15,728.78
Est. savings over 30 yrs +$1,843.43 +$1,362.22
Return
As of 10/31/16
1 YR RETURN 11.80%
3 YR 3.36%
5 YR 3.75%
10 YR 6.24%
1 YR RETURN 12.32%
3 YR 4.96%
5 YR --
10 YR --
1 YR RETURN 14.02%
3 YR 5.84%
5 YR --
10 YR --
Description
The investment seeks to maximize total return. Under normal circumstances, the fund invests at least 80% of its assets in fixed income securities issued by governments, government-related entities and corporations located in emerging markets and related investments. It may invest without limit in high yield debt securities and related investments rated below investment grade. Below investment grade securities are commonly referred to as "junk bonds." The fund may invest up to 50% of its assets in non-U.S. dollar denominated fixed income securities. It is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the BofA Merrill Lynch Diversified High Yield US Emerging Markets Corporate Plus Index. The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of U.S. dollar denominated bonds issued by non-sovereign emerging market issuers that are rated BB1 or lower and that are issued in the major domestic and Eurobond markets.
The investment seeks to track the investment results of the Morningstar® 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.

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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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