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PWTRX Pax Sustainable Managers Total Ret Inv

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Fund PWTRX Pax Sustainable Managers Total Ret Inv CALYX Calvert Conservative Allocation Y NCBIX New Covenant Balanced Income  
Similarity
?
100% 90% 90%
Annual Fees
?
$153.15
(1.48% Exp. Ratio)
$82.79
(0.80% Exp. Ratio)
$110.73
(1.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.48% annual return
$17,855.71 $21,948.02 $20,224.85
Est. savings over 30 yrs +$4,092.30 +$2,369.14
Return
As of 10/31/16
1 YR RETURN 2.31%
3 YR 3.36%
5 YR 5.18%
10 YR --
1 YR RETURN 2.46%
3 YR 3.82%
5 YR 6.10%
10 YR 4.70%
1 YR RETURN 2.69%
3 YR 3.67%
5 YR 5.21%
10 YR 3.26%
Description
The investment seeks to maximize current income while preserving capital; as a secondary objective, it seeks capital appreciation. The adviser normally expects to invest (directly or indirectly through underlying funds) a majority of its total assets in fixed income securities (e.g., corporate bonds, U.S. Treasury securities, agency securities and municipal bonds) although it may invest a portion of its assets in equity securities. The fund may invest in securities of non-U.S. issuers, including investments in emerging markets.
The investment seeks current income and capital appreciation, consistent with the preservation of capital. The fund is a "fund of funds" that seeks to achieve its investment objective by investing primarily in a portfolio of underlying Calvert fixed-income and equity funds that meets the fund's investment criteria, including financial, sustainability and social responsibility factors. It may also invest in cash and short-term money market instruments.
The investment seeks current income and long-term growth of capital. The fund invests primarily in shares of the New Covenant Growth Fund and New Covenant Income Fund, with a majority of its assets generally invested in shares of the New Covenant Income Fund. Between 50% and 75% of its net assets are invested in shares of the income fund, with the balance of its net assets invested in shares of the growth fund or cash or cash equivalents. The income fund may also invest up to 20% of its net assets in commercial paper and up to 40% of its net assets in fixed-income securities of foreign issuers in any country, including developed or emerging markets.

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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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