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BIRCX BlackRock Impact US Equity Investor C

9 lower fee alternatives found

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Fund BIRCX BlackRock Impact US Equity Investor C GEQZX GuideStone Funds Equity Index Investor TICRX TIAA-CREF Social Choice Eq Retail  
Similarity
?
100% 95% 96%
Annual Fees
?
$164.93
(1.56% 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
$33,165.65 $46,849.39 $46,567.93
Est. savings over 30 yrs +$13,683.75 +$13,402.29
Return
As of 11/30/16
1 YR RETURN 7.60%
3 YR --
5 YR --
10 YR --
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 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 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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