Investment Test Drive

CAVYX SEI Catholic Values Equity Y (SCVT)

8 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund CAVYX SEI Catholic Values Equity Y (SCVT) VFTSX Vanguard FTSE Social Index Inv GEQZX GuideStone Funds Equity Index Investor  
100% 89% 89%
Annual Fees
(0.76% Exp. Ratio)
(0.25% Exp. Ratio)
(0.42% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$42,224.43 $49,243.42 $46,786.95
Est. savings over 30 yrs +$7,019.00 +$4,562.53
As of 9/30/16
1 YR RETURN 12.39%
3 YR --
5 YR --
10 YR --
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 long-term capital appreciation. The fund invests at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) in a diversified portfolio of common stocks of companies that the fund's portfolio managers believe have long-term growth potential. It seeks to make investment decisions consistent with the principles of the Catholic Church with respect to a range of social and moral concerns that may include: protecting human life; promoting human dignity; reducing arms production; pursuing economic justice; protecting the environment, and encouraging corporate responsibility.
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.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!