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EPVCX Epiphany FFV C

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Fund EPVCX Epiphany FFV C VFTSX Vanguard FTSE Social Index Inv GEQZX GuideStone Funds Equity Index Investor  
Similarity
?
100% 93% 95%
Annual Fees
?
$237.89
(2.25% Exp. Ratio)
$26.43
(0.25% Exp. Ratio)
$44.41
(0.42% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$26,857.65 $49,311.94 $46,852.05
Est. savings over 30 yrs +$22,454.29 +$19,994.41
Return
As of 11/30/16
1 YR RETURN 3.78%
3 YR 3.99%
5 YR 9.95%
10 YR --
1 YR RETURN 6.54%
3 YR 9.15%
5 YR 15.48%
10 YR 6.01%
1 YR RETURN 7.89%
3 YR 8.66%
5 YR 14.05%
10 YR 6.57%
Description
The investment seeks long-term growth of capital. The fund seeks to achieve its objective by investing in the equity securities of companies that pass the FFV Scorecard®, a proprietary screening methodology developed by the Adviser. Normally, the Adviser selects from a group of equity securities with market capitalizations above $10 billion, although they may also invest in companies of any size, including what are commonly referred to as small-cap and mid-cap companies. The FFV Scorecard® is then applied to the eligible securities.
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.

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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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