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BIAAX BlackRock Impact Bond Investor A

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Fund BIAAX BlackRock Impact Bond Investor A AVEFX Ave Maria Bond CFVYX SEI Catholic Values Fixed Inc Y (SCVT)  
Similarity
?
100% 85% 89%
Annual Fees
?
$71.45
(0.70% Exp. Ratio)
$52.06
(0.51% Exp. Ratio)
$63.28
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$14,987.87 $15,872.51 $15,354.38
Est. savings over 30 yrs +$884.63 +$366.51
Return
As of 10/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.87%
3 YR 2.71%
5 YR 3.69%
10 YR 4.39%
1 YR RETURN 5.50%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to provide a combination of income and capital growth. The fund invests, under normal circumstances, at least 80% of its assets in bonds. It will invest in a portfolio of debt securities, using model-based asset allocation and security selection models. The fund will invest across multiple fixed income sectors and instruments, including, but not limited to, corporate bonds. It may invest in bonds of any maturity or duration.
The investment seeks preservation of principal with a reasonable level of current income. The fund invests primarily (80% or more of its net assets, including the amount of any borrowings for investment purposes) in investment-grade debt securities of domestic issuers, including the U.S. government and its agencies and instrumentalities, corporations and municipalities and money market instruments. It may invest up to 20% of its net assets in equity securities (which include preferred stocks, common stocks paying dividends and securities convertible into common stock) of domestic issuers or U.S. dollar-denominated foreign issuers of any market capitalization.
The investment seeks a high level of current income with preservation of capital. The fund invests at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) in a diversified portfolio of bonds and other debt obligations of varying maturities. It seeks to make investment decisions consistent with the principles of the Catholic Church with respect to a range of social and moral concerns that may include: protecting human life; promoting human dignity; reducing arms production; pursuing economic justice; protecting the environment, and encouraging corporate responsibility.

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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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