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PFUMX Principal Finisterre Uncons EM Bd Instl

6 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund PFUMX Principal Finisterre Uncons EM Bd Instl EMB iShares JPMorgan USD Emerg Markets Bond EMSH ProShares Short Term USD Emerg Mkts Bd  
100% 85% 87%
Annual Fees
(1.12% Exp. Ratio)
(0.40% Exp. Ratio)
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$13,004.52 $16,166.67 $15,686.75
Est. savings over 30 yrs +$3,162.16 +$2,682.23
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 16.18%
3 YR 7.43%
5 YR 6.95%
10 YR --
1 YR RETURN 9.71%
3 YR --
5 YR --
10 YR --
The investment seeks to generate total returns from current income and capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in bonds, debt securities and other fixed-income securities, and in derivatives on such investments, that are issued by emerging market countries. It follows an investment process that focuses primarily on market level analysis of global markets and political developments and their impact on individual countries and companies in emerging markets. It is non-diversified.
The investment seeks to track the investment results of the J.P. Morgan EMBISM Global Core Index composed of U.S. dollar-denominated, emerging market bonds. 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, as well as in securities not included in the underlying index. The fund is non-diversified.
The investment seeks investment results before fees and expenses that track the performance of the DBIQ Short Duration Emerging Market Bond Index. The index is comprised of a diversified portfolio of USD-denominated Emerging Market bonds that have less than or equal to five years remaining to maturity that are issued by Emerging Market sovereign governments, non-sovereign government agencies and entities, and corporations with significant government ownership. The fund will principally invest in U.S. dollar-denominated debt securities issued by Sovereign, Sub-Sovereign or Quasi-Sovereign issuers.

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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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


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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