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QGIAX Pear Tree Quality Institutional

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Fund QGIAX Pear Tree Quality Institutional BRLIX Bridgeway Blue Chip 35 Index CFIMX Clipper  
100% 85% 87%
Annual Fees
(1.05% Exp. Ratio)
(0.15% Exp. Ratio)
(0.72% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$38,679.81 $50,751.92 $42,742.85
Est. savings over 30 yrs +$12,072.11 +$4,063.04
As of 9/30/16
1 YR RETURN 17.47%
3 YR 11.08%
5 YR 14.06%
10 YR 4.63%
1 YR RETURN 17.47%
3 YR 11.32%
5 YR 16.05%
10 YR 7.37%
1 YR RETURN 17.48%
3 YR 11.35%
5 YR 15.34%
10 YR 5.25%
The investment seeks long-term growth of capital. Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of U.S. issuers. It principally invests in equity securities of large companies, that is, companies with a market capitalization of greater than $5 billion at time of purchase. The fund typically invests in American Depositary Receipts. It also may invest in derivatives, that is, a security or instrument whose value is determined by reference to the value or the change in value of one or more securities, currencies, indices or other financial instruments. The fund is non-diversified.
The investment seeks to provide a long-term total return on capital, primarily through capital appreciation, but also some income. The fund seeks to achieve its objective by approximating the total return of the Bridgeway Ultra-Large 35 Index (the "index"), a proprietary index composed by the Adviser, while minimizing the distribution of capital gains and minimizing costs. It normally invests at least 80% of its net assets (plus borrowings for investment purposes) in blue chip Company stocks included within the index. The fund invests in the stocks that comprise the index and seeks to approximately match the index composition and weighting.
The investment seeks long-term capital growth and capital preservation. The fund's investment adviser, uses the Davis Investment Discipline to invest Clipper Fund's portfolio principally in common stocks (including indirect holdings of common stock through depositary receipts) issued by large companies with market capitalizations of at least $10 billion. The fund's portfolio generally contains between 15 and 35 companies, although the precise number of its investments will vary over time. It is non-diversified.

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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.

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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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