Investment Test Drive

CSBCX Calvert Bond C

2 lower fee alternatives found

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Fund CSBCX Calvert Bond C AVEFX Ave Maria Bond TSBRX TIAA-CREF Social Choice Bond Retail  
Similarity
?
100% 86% 93%
Annual Fees
?
$176.70
(1.73% Exp. Ratio)
$52.09
(0.51% Exp. Ratio)
$69.46
(0.68% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$11,182.27 $16,191.39 $15,381.63
Est. savings over 30 yrs +$5,009.12 +$4,199.37
Return
As of 11/30/16
1 YR RETURN 2.25%
3 YR 2.19%
5 YR 2.34%
10 YR 2.91%
1 YR RETURN 3.78%
3 YR 2.54%
5 YR 3.70%
10 YR 4.28%
1 YR RETURN 2.36%
3 YR 3.75%
5 YR --
10 YR --
Description
The investment seeks to provide as high a level of current income as is consistent with preservation of capital through investment in bonds and other debt securities. Under normal circumstances, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in bonds. Bonds include debt securities of any maturity. At least 80% of the fund's net assets will be invested in investment grade debt securities. The fund may also invest up to 25% of its net assets in foreign debt securities. It is non-diversified.
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 favorable long-term total return through income and capital appreciation while giving special consideration to certain environmental, social and governance ("ESG") criteria. The fund invests at least 80% of its assets in bonds. For these purposes, bonds include fixed-income securities of all types. It primarily invests in a broad range of investment-grade bonds and fixed-income securities, including, but not limited to, U.S. government securities, corporate bonds, taxable municipal securities and mortgage-backed or other asset backed-securities.

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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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