Investment Test Drive

JECZX JPMorgan Emerging Markets Strat Dbt R2

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund JECZX JPMorgan Emerging Markets Strat Dbt R2 TGWNX TCW Emerging Markets Local Ccy Inc N  
Similarity
?
100% 85%
Annual Fees
?
$147.99
(1.45% Exp. Ratio)
$101.04
(0.99% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$11,913.93 $13,700.24
Est. savings over 30 yrs +$1,786.30
Return
As of 11/30/16
1 YR RETURN 5.97%
3 YR -5.69%
5 YR --
10 YR --
1 YR RETURN 6.54%
3 YR -4.32%
5 YR -1.03%
10 YR --
Description
The investment seeks to provide total return. The fund invests primarily in debt investments that the adviser believes have the potential to provide total return from countries whose economies or bond markets are less developed (emerging markets). Under normal circumstances, it invests at least 80% of its assets in emerging market debt investments. The fund is unconstrained and may invest in a broad array of emerging market debt securities and sectors including corporate debt and sovereign debt. Its securities may be of any maturity, duration or quality. The fund is non-diversified.
The investment seeks to provide high total return from current income and capital appreciation. Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in debt securities issued or guaranteed by non-financial companies, financial institutions and government entities in Emerging Market Countries denominated in the local currencies of an issuer, and in derivative instruments that provide investment exposure to such securities. It may, but is not required to, hedge its exposure to non-U.S. currencies. 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.

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.

+

Your Feedback has been sent successfully!