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EMGIX Eaton Vance Greater India B

2 lower fee alternatives found

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Fund EMGIX Eaton Vance Greater India B INCO Columbia India Consumer ETF WAINX Wasatch Emerging India Investor  
100% 90% 88%
Annual Fees
(2.35% Exp. Ratio)
(0.89% Exp. Ratio)
(1.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.74% annual return
$26,123.93 $40,775.14 $31,394.09
Est. savings over 30 yrs +$14,651.20 +$5,270.16
As of 9/30/16
1 YR RETURN 10.84%
3 YR 19.55%
5 YR 7.82%
10 YR 3.88%
1 YR RETURN 15.23%
3 YR 20.27%
5 YR 14.60%
10 YR --
1 YR RETURN 11.98%
3 YR 24.55%
5 YR 13.66%
10 YR --
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of companies in India and surrounding countries of the Indian subcontinent. It normally invests at least 50% of its total assets in equity securities of Indian companies, and no more than 10% of its total assets in companies located in countries other than India, Pakistan or Sri Lanka. The fund invests in securities issued by companies with a broad range of market capitalizations, including smaller companies.
The investment seeks investment results that correspond to the price and yield performance of the Indxx India Consumer Index. The fund will invest at least 80% of its net assets in Indian consumer companies included in the INCO underlying index and the advisor generally expects to be substantially invested at such times, with at least 95% of its net assets invested in these securities. The INCO underlying index is a maximum 30-stock free-float adjusted market capitalization-weighted index designed to measure the market performance of companies in the consumer industry in India, as defined by Indxx's proprietary methodology. It is non-diversified.
The investment seeks long-term growth of capital. The fund invests primarily in companies tied economically to India. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of companies tied economically to India. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, financials, health care, industrials, information technology and materials.

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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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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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