Investment Test Drive

EMLJX MFS Emerging Markets Debt Lcl Ccy R1

6 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund EMLJX MFS Emerging Markets Debt Lcl Ccy R1 EMLC VanEck Vectors JP Morgan EM LC Bd ETF LEMB iShares Emerg Mkts Local Currency Bond  
100% 92% 86%
Annual Fees
(1.85% Exp. Ratio)
(0.47% Exp. Ratio)
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.98% annual return
$10,271.84 $15,615.62 $15,475.03
Est. savings over 30 yrs +$5,343.78 +$5,203.19
As of 9/30/16
1 YR RETURN 14.90%
3 YR -3.54%
5 YR -1.77%
10 YR --
1 YR RETURN 15.59%
3 YR -2.74%
5 YR -0.08%
10 YR --
1 YR RETURN 15.04%
3 YR -1.29%
5 YR --
10 YR --
The investment seeks total return with an emphasis on high current income, but also considering capital appreciation. The fund normally invests at least 80% of its net assets (i) in debt instruments of issuers that are tied economically to emerging market countries and denominated in local currencies and (ii) in derivative instruments with similar economic characteristics to these instruments. Emerging market countries include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. It is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the J.P. Morgan GBI-EMG Core Index (the "Emerging Markets Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of bonds issued by emerging market governments and denominated in the local currency of the issuer. It may concentrate its investments in a particular industry or group of industries to the extent that the index concentrates in an industry or group of industries. The fund is non-diversified.
The investment seeks to track the investment results of the 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.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!