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SHADX Stone Harbor Emkts Dbt Allc Instl

2 lower fee alternatives found

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Fund SHADX Stone Harbor Emkts Dbt Allc Instl PCY PowerShares Emerging Markets Sov Dbt ETF EMHY iShares Emerging Markets High Yield Bond  
100% 87% 85%
Annual Fees
(0.84% Exp. Ratio)
(0.50% Exp. Ratio)
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$14,144.62 $15,674.30 $15,674.30
Est. savings over 30 yrs +$1,529.68 +$1,529.68
As of 9/30/16
1 YR RETURN 17.50%
3 YR --
5 YR --
10 YR --
1 YR RETURN 17.51%
3 YR 9.21%
5 YR 8.13%
10 YR --
1 YR RETURN 19.96%
3 YR 7.12%
5 YR --
10 YR --
The investment seeks to maximize total return, which consists of income on its investments and capital appreciation. The fund will normally invest at least 80% of its net assets (plus any borrowings made for investment purposes) in Emerging Markets Investments. "Emerging Markets Investments" include fixed income securities and derivative instruments (including, but not limited to, spot and currency contracts, futures, options and swaps) that economically are tied to an emerging market country or whose performance is linked to those countries' currencies, markets, economies or ability to repay loans. It may use derivatives to a significant extent.
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.
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.

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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