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PWCCX Pax Sustainable Managers Cptl Apprc C

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Fund PWCCX Pax Sustainable Managers Cptl Apprc C PWCAX Pax Sustainable Managers Cptl Apprc Inv  
Similarity
?
100% 100%
Annual Fees
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$244.90
(2.34% Exp. Ratio)
$166.41
(1.59% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.66% annual return
$19,263.57 $24,233.28
Est. savings over 30 yrs +$4,969.71
Return
As of 10/31/16
1 YR RETURN 0.84%
3 YR 2.62%
5 YR 7.20%
10 YR --
1 YR RETURN 1.58%
3 YR 3.40%
5 YR 8.02%
10 YR --
Description
The investment seeks long-term capital appreciation. The adviser expects to invest (directly or indirectly through underlying funds) most of its total assets in equity securities (e.g., stocks) that the adviser believes have the potential for capital appreciation, although it may invest a portion of its assets (generally less than twenty percent) in fixed income securities. It may invest in domestic securities as well as securities of non-U.S. issuers, including investments in emerging markets.
The investment seeks long-term capital appreciation. The adviser expects to invest (directly or indirectly through underlying funds) most of its total assets in equity securities (e.g., stocks) that the adviser believes have the potential for capital appreciation, although it may invest a portion of its assets (generally less than twenty percent) in fixed income securities. It may invest in domestic securities as well as securities of non-U.S. issuers, including investments in 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.

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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