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AFDIX American Century Sustainable Equity Inv

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Fund AFDIX American Century Sustainable Equity Inv DSI iShares MSCI KLD 400 Social PRBLX Parnassus Core Equity Investor  
100% 96% 93%
Annual Fees
(0.99% Exp. Ratio)
(0.50% Exp. Ratio)
(0.87% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$39,389.66 $45,677.55 $40,847.32
Est. savings over 30 yrs +$6,287.89 +$1,457.66
As of 9/30/16
1 YR RETURN 11.70%
3 YR 9.36%
5 YR 15.24%
10 YR 7.75%
1 YR RETURN 15.29%
3 YR 10.06%
5 YR 15.48%
10 YR --
1 YR RETURN 13.20%
3 YR 10.55%
5 YR 16.13%
10 YR 9.66%
The investment seeks long-term capital growth; income is a secondary objective. Under normal market conditions, 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 model also considers price momentum.
The investment seeks to track the investment results of the MSCI KLD 400 Social Index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is a free float-adjusted market capitalization index designed to target U.S. companies that have positive environmental, social and governance ("ESG") characteristics.
The investment seeks to achieve both capital appreciation and current income. The fund's objective is to achieve both capital appreciation and current income by investing primarily in a diversified portfolio of equity securities. Equity securities include common and preferred stock. Under normal circumstances, the fund will invest a minimum of 80% of its net assets (plus borrowings for investment purposes) in equity securities. At least 75% of the fund's total assets will normally be invested in equity securities that pay interest or dividends.

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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.

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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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