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CISYX Calvert US Large Cap Core Rspnb Idx Y

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Fund CISYX Calvert US Large Cap Core Rspnb Idx Y DHVW Diamond Hill Valuation-Weighted 500 ETF  
Similarity
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100% 85%
Annual Fees
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$30.66
(0.29% Exp. Ratio)
$10.57
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$48,619.95 $51,477.53
Est. savings over 30 yrs +$2,857.58
Return
As of 10/31/16
1 YR RETURN 2.35%
3 YR 8.30%
5 YR 13.57%
10 YR 6.04%
1 YR RETURN 3.95%
3 YR 8.51%
5 YR --
10 YR --
Description
The investment seeks to track the performance of the Calvert U.S. Large Cap Core Responsible Index, which measures the investment return of large-capitalization stocks. The fund normally invests at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. It uses a replication index method. The index is composed of companies that operate their businesses in a manner that is consistent with Calvert's responsible investment principles and are selected from the universe of companies included in the S-Network U.S. Equity Large Cap 1000 Index.
The investment seeks to track the price and total return performance, before fees and expenses, of the Diamond Hill Valuation-Weighted 500 index. The fund invests at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) in the component securities of the index. The index is composed of the common stock of approximately 500 U.S.-listed companies weighted based on a proprietary, patent-pending valuation methodology developed by Diamond Hill Capital Management, Inc., the fund's investment adviser.

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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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