Investment Test Drive

AFDCX American Century Sustainable Equity C

8 lower fee alternatives found

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Fund AFDCX American Century Sustainable Equity C GEQZX GuideStone Funds Equity Index Investor TICRX TIAA-CREF Social Choice Eq Retail  
Similarity
?
100% 96% 96%
Annual Fees
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$210.40
(1.99% Exp. Ratio)
$44.41
(0.42% Exp. Ratio)
$46.52
(0.44% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$29,084.68 $46,850.72 $46,569.25
Est. savings over 30 yrs +$17,766.04 +$17,484.57
Return
As of 11/30/16
1 YR RETURN 3.84%
3 YR 6.08%
5 YR 11.98%
10 YR 6.11%
1 YR RETURN 7.89%
3 YR 8.66%
5 YR 14.05%
10 YR 6.57%
1 YR RETURN 8.57%
3 YR 7.22%
5 YR 12.72%
10 YR 6.44%
Description
The investment seeks long-term capital growth; income is a secondary objective. The fund will invest at least 80% of its net assets in equity securities. It will generally invest in larger-sized companies using a quantitative model that combines fundamental measures of a stock's value and growth potential. To measure value, the managers may use ratios of stock price-to-earnings and stock price-to-cash flow, among others. To measure growth, the managers may use the rate of growth of a company's earnings and cash flow and changes in its earnings estimates, as well as other factors. The managers also take ESG factors into account in making investment decisions.
The investment seeks to provide investment results approximating the aggregate price and dividend performance of the securities included in the S&P 500® Index. The fund will invest substantially all, and normally at least 80% of its total assets, in the equity securities (primarily common stocks) of the companies that make up the S&P 500® Index, in weightings that approximate the relative composition of the securities contained in the S&P 500® Index. It may invest to a lesser extent in derivative instruments, including exchange listed options, futures and swap agreements.
The investment seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain ESG criteria. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. The Advisor attempts to achieve the return of the U.S. stock market as represented by its benchmark, the Russell 3000®Index, while investing only in companies whose activities are consistent with the fund's ESG criteria.

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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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