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GSAIX Goldman Sachs Asia Equity Instl

4 lower fee alternatives found

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Fund GSAIX Goldman Sachs Asia Equity Instl GMF SPDR® S&P Emerging Asia Pacific ETF FSEAX Fidelity® Emerging Asia  
Similarity
?
100% 89% 92%
Annual Fees
?
$121.43
(1.15% Exp. Ratio)
$51.74
(0.49% Exp. Ratio)
$115.10
(1.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$36,197.19 $44,195.34 $36,862.16
Est. savings over 30 yrs +$7,998.15 +$664.96
Return
As of 11/30/16
1 YR RETURN 0.09%
3 YR 2.09%
5 YR 4.64%
10 YR 3.03%
1 YR RETURN 5.92%
3 YR 2.55%
5 YR 5.76%
10 YR --
1 YR RETURN 6.40%
3 YR 2.12%
5 YR 5.18%
10 YR 4.19%
Description
The investment seeks long-term capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in a diversified portfolio of equity investments in Asian issuers (excluding Japanese issuers). It may allocate its assets among the Asian countries (other than Japan) as determined from time to time by the Investment Adviser. The fund may also invest in: (i) equity investments in issuers located in non-Asian countries and Japan; and (ii) fixed income securities, such as government, corporate and bank debt obligations.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index based upon the emerging markets of the Asia Pacific region. In seeking to track the performance of the S&P Asia Pacific Emerging BMI Index (the "index"), the fund employs a sampling strategy, which means that the fund is not required to purchase all of the securities represented in the index. The index is a market capitalization weighted index designed to define and measure the investable universe of publicly traded companies domiciled in emerging Asian Pacific markets. The fund is non-diversified.
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of Asian emerging market issuers and other investments that are tied economically to Asian emerging markets. It normally invests primarily in common stocks. The fund allocates investments across different Asian countries with emerging markets. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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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.

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.

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