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BXLCX Barings Emerging Markets Local Ccy Dbt C

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Fund BXLCX Barings Emerging Markets Local Ccy Dbt C LEMB iShares Emerg Mkts Local Currency Bond EBND SPDR® Blmbg Barclays Em Mkts Lcl Bd ETF  
Similarity
?
100% 89% 86%
Annual Fees
?
$199.03
(1.95% Exp. Ratio)
$51.03
(0.50% Exp. Ratio)
$51.03
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$10,227.85 $15,887.25 $15,887.25
Est. savings over 30 yrs +$5,659.40 +$5,659.40
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.76%
3 YR -3.53%
5 YR -0.87%
10 YR --
1 YR RETURN 4.36%
3 YR -3.72%
5 YR -0.91%
10 YR --
Description
The investment seeks long-term total return through investment in a diversified portfolio of emerging markets local currency-denominated debt securities. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in local currency-denominated debt instruments issued by emerging markets governments, and their quasi sovereign agencies (including supranational and sub-national government issuers). It may also invest in forwards and other derivative instruments that provide market exposure to such local currency fixed income instruments. The fund is non-diversified.
The investment seeks to track the investment results of the Bloomberg Barclays Emerging Markets Broad Local Currency Bond Index composed of local currency denominated, emerging market sovereign 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, including shares of money market funds advised by BFA or its affiliates. The index measures the performance of local currency-denominated sovereign bond markets of emerging market countries. The fund is non-diversified.
The investment seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays EM Local Currency Government Diversified Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Sub-Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of the fixed-rate local currency sovereign debt of emerging market countries. 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.

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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".

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