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PEMHX Putnam Emerging Markets Income B

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Fund PEMHX Putnam Emerging Markets Income B VGAVX Vanguard Emerg Mkts Govt Bd Idx Admiral VWOB Vanguard Emerging Markets Govt Bd ETF  
Similarity
?
100% 87% 87%
Annual Fees
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$204.11
(2.00% Exp. Ratio)
$33.68
(0.33% Exp. Ratio)
$34.70
(0.34% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.05% annual return
$10,040.60 $16,669.07 $16,618.97
Est. savings over 30 yrs +$6,628.46 +$6,578.36
Return
As of 11/30/16
1 YR RETURN 5.79%
3 YR 1.61%
5 YR --
10 YR --
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 current income; capital growth is a secondary goal when consistent with achieving high current income. The fund invests mainly in bonds that are obligations of emerging market companies and governments. It may invest in bonds denominated in U.S. dollars and bonds that are denominated in foreign currencies. Emerging markets include countries in the JPMorgan Emerging Markets Bond Index Global Diversified or that the adviser considers to be equivalent to those countries based on the advisor's evaluation of their level of economic development or the size and experience of their securities markets. 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.

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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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