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BIRAX BlackRock Impact US Equity Investor A

3 lower fee alternatives found

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Fund BIRAX BlackRock Impact US Equity Investor A WIL Barclays Women in Leadership ETN REDWX Aspiration Redwood  
Similarity
?
100% 90% 91%
Annual Fees
?
$85.64
(0.81% Exp. Ratio)
$47.58
(0.45% Exp. Ratio)
$52.86
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$41,646.36 $46,427.81 $45,733.32
Est. savings over 30 yrs +$4,781.46 +$4,086.96
Return
As of 12/31/16
1 YR RETURN 13.94%
3 YR --
5 YR --
10 YR --
1 YR RETURN 14.43%
3 YR --
5 YR --
10 YR --
1 YR RETURN 17.10%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to provide total return. Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus any borrowings for investment purposes in U.S. equity securities, which include common stock, preferred stock and convertible securities. Generally, it will invest in equities or other financial instruments that are components of, or have market capitalizations similar to the securities included in, the Benchmark.
The investment seeks a return linked to the performance of the Barclays Women in Leadership Total Return USD Index (the “index”). The index is designed to provide investors with exposure to U.S.-based companies that satisfy one or both of the gender diversity criteria of having a female chief executive officer or having at least 25% female members on the board of directors and that satisfy certain market capitalization, liquidity and other selection criteria and concentration limits.
The investment seeks to maximize total return, consisting of capital appreciation and current income. To achieve its investment objective, the fund invests in, or seeks exposure to, companies based on various financial factors and fundamental sustainability factors such as environmental, social and governance performance of such companies. The fund invests in equity securities, which include, but are not limited to, dividend-paying securities, common stock, and preferred stock, shares of investment companies, convertible securities, warrants and rights.

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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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