Investment Test Drive

LEMFX Lord Abbett Emerging Markets Local Bd F

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund LEMFX Lord Abbett Emerging Markets Local Bd F EMLC VanEck Vectors JP Morgan EM LC Bd ETF ELD WisdomTree Emerging Markets Lcl Dbt ETF  
Similarity
?
100% 94% 90%
Annual Fees
?
$97.02
(0.95% Exp. Ratio)
$48.00
(0.47% Exp. Ratio)
$56.17
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.13% annual return
$14,134.66 $16,340.72 $15,951.25
Est. savings over 30 yrs +$2,206.06 +$1,816.59
Return
As of 10/31/16
1 YR RETURN 9.40%
3 YR -5.12%
5 YR --
10 YR --
1 YR RETURN 10.06%
3 YR -3.88%
5 YR -1.36%
10 YR --
1 YR RETURN 9.91%
3 YR -3.60%
5 YR -1.81%
10 YR --
Description
The investment seeks total return. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in emerging market debt securities denominated in local (non-U.S.) currencies and derivative instruments that are intended to provide economic exposure to such debt securities or emerging market currencies. It may invest in all types of emerging market debt securities and derivative instruments. The fund may invest in securities of any credit quality, maturity, or duration. The fund 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 a high level of total return consisting of both income and capital appreciation. The fund seeks to achieve its investment objective through investment in bonds and other debt instruments denominated in the local currencies of emerging market countries. Under normal circumstances, it will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in Local Debt. The Advisor attempts to maintain aggregate portfolio duration of between two and ten years under normal market conditions. It 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".

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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