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SARVX Hartford Schroders EmMkts Dbt and Ccy A

4 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund SARVX Hartford Schroders EmMkts Dbt and Ccy A EMB iShares JPMorgan USD Emerg Markets Bond PCY PowerShares Emerging Markets Sov Dbt ETF  
Similarity
?
100% 86% 87%
Annual Fees
?
$142.84
(1.40% 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
$11,975.95 $16,209.99 $15,728.78
Est. savings over 30 yrs +$4,234.04 +$3,752.83
Return
As of 10/31/16
1 YR RETURN 9.20%
3 YR 0.89%
5 YR --
10 YR --
1 YR RETURN 11.35%
3 YR 5.97%
5 YR 5.70%
10 YR --
1 YR RETURN 11.79%
3 YR 7.39%
5 YR 6.77%
10 YR --
Description
The investment seeks a positive absolute return from capital growth and income. The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in EMD securities and in investments intended to provide exposure to currencies around the world, including currencies of emerging market countries and of countries other than emerging market countries, including the United States. It may have a substantial exposure to the U.S. dollar (up to 100% of the fund's assets). The fund 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 that generally correspond (before fees and expenses) to the price and yield of the DBIQ Emerging Market USD Liquid Balanced Index (the "underlying index"). The fund generally will invest at least 80% of its total assets in U.S. dollar-denominated government bonds from emerging market countries that comprise the underlying index. The underlying index measures potential returns of a theoretical portfolio of liquid emerging market U.S. dollar-denominated government bonds. 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.

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

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

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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