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AQEIX LKCM Aquinas Catholic Equity

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Fund AQEIX LKCM Aquinas Catholic Equity VFTSX Vanguard FTSE Social Index Inv GEQZX GuideStone Funds Equity Index Investor  
100% 93% 93%
Annual Fees
(1.00% Exp. Ratio)
(0.25% Exp. Ratio)
(0.42% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$39,268.25 $49,246.22 $46,789.61
Est. savings over 30 yrs +$9,977.96 +$7,521.35
As of 9/30/16
1 YR RETURN 10.23%
3 YR 4.35%
5 YR 12.64%
10 YR 5.99%
1 YR RETURN 13.13%
3 YR 11.23%
5 YR 17.08%
10 YR 6.28%
1 YR RETURN 15.10%
3 YR 10.70%
5 YR 15.91%
10 YR 6.89%
The investment seeks to maximize long-term capital appreciation, while incorporating Catholic values investing principles in the investment process. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. It primarily invests in companies the Adviser believes are likely to have above-average growth in revenues or earnings, above-average returns on shareholders' equity, potential for above-average capital appreciation, and/or companies the Adviser believes have attractive relative valuations.
The investment seeks to track the performance of a benchmark index that measures the investment return of large- and mid-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the FTSE4Good US Select Index. The index is composed of the stocks of companies that have been screened for certain social and environmental criteria by the index sponsor, which is independent of Vanguard. The Advisor attempts to replicate the index by investing all, or substantially all, of its assets in the stocks that make up the index.
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.

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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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