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BIRIX BlackRock Impact US Equity Institutional

5 lower fee alternatives found

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Fund BIRIX BlackRock Impact US Equity Institutional ITOT iShares Core S&P Total US Stock Mkt GEQZX GuideStone Funds Equity Index Investor  
100% 85% 95%
Annual Fees
(0.66% Exp. Ratio)
(0.03% Exp. Ratio)
(0.42% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$43,488.83 $52,570.70 $46,753.77
Est. savings over 30 yrs +$9,081.88 +$3,264.95
As of 10/31/16
1 YR RETURN 3.91%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.24%
3 YR 8.39%
5 YR 13.33%
10 YR 6.69%
1 YR RETURN 4.26%
3 YR 8.40%
5 YR 13.12%
10 YR 6.36%
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 track the investment results of the S&P Total Market Index™ (TMI), which is comprised of the common equities included in the S&P 500® and the S&P Completion Index™. 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. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying 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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