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CGAFX Calvert Green Bond A

3 lower fee alternatives found

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Fund CGAFX Calvert Green Bond A CFVYX SEI Catholic Values Fixed Inc Y (SCVT) GMDZX GuideStone Funds Medium-Duration Bd Inv  
100% 85% 86%
Annual Fees
(0.88% Exp. Ratio)
(0.62% Exp. Ratio)
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$13,960.89 $15,102.33 $14,697.37
Est. savings over 30 yrs +$1,141.44 +$736.48
As of 9/30/16
1 YR RETURN 5.21%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.29%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.64%
3 YR 3.81%
5 YR 3.54%
10 YR 5.15%
The investment seeks to maximize income, to the extent consistent with preservation of capital. Under normal circumstances, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in "green" bonds. Bonds include debt securities of any maturity. It typically invests at least 65% of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It is non-diversified.
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.
The investment seeks maximum total return consistent with preservation of capital. The fund invests mainly (at least, and typically more than, 80% of its net assets, plus borrowings for investment purposes, if any) in investment grade fixed-income securities. The fund's portfolio is diversified among a large number of companies across different industries and economic sectors. It may hold up to 20% of its assets in obligations denominated in currencies other than the U.S. dollar and may invest beyond this limit when considering U.S. dollar-denominated securities of foreign issuers.

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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.


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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