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PECZX PIMCO Emerging Markets Corporate Bd A

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund PECZX PIMCO Emerging Markets Corporate Bd A HYEM VanEck Vectors EM High Yield Bond ETF FNMIX Fidelity® New Markets Income  
Similarity
?
100% 89% 85%
Annual Fees
?
$137.77
(1.35% Exp. Ratio)
$40.82
(0.40% Exp. Ratio)
$87.76
(0.86% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.05% annual return
$12,230.84 $16,305.11 $14,190.93
Est. savings over 30 yrs +$4,074.27 +$1,960.10
Return
As of 11/30/16
1 YR RETURN 8.52%
3 YR 0.86%
5 YR 3.23%
10 YR --
1 YR RETURN 10.57%
3 YR 4.81%
5 YR --
10 YR --
1 YR RETURN 9.10%
3 YR 5.65%
5 YR 5.94%
10 YR 7.11%
Description
The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. The fund invests at least 80% of its assets in a diversified portfolio of corporate Fixed Income Instruments that are economically tied to emerging market countries, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest in both investment-grade securities and high yield securities subject to a maximum of 15% of its total assets in securities rated below B by Moody's, or equivalently rated by S&P or Fitch, or, if unrated, determined by PIMCO to be of comparable quality.
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 high current income; capital appreciation is a secondary objective. The fund normally invests at least 80% of assets in securities of issuers in emerging markets (countries that have an emerging stock market as defined by MSCI, countries or markets with low- to middle-income economies as classified by the World Bank, and other countries or markets with similar emerging characteristics) and other investments that are tied economically to emerging markets. 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.

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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

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