Investment Test Drive

REDWX Aspiration Redwood

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund REDWX Aspiration Redwood RODI Barclays Return on Disability ETN TICRX TIAA-CREF Social Choice Eq Retail  
Similarity
?
100% 96% 91%
Annual Fees
?
$52.86
(0.50% Exp. Ratio)
$47.58
(0.45% Exp. Ratio)
$46.52
(0.44% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$45,734.62 $46,429.13 $46,569.25
Est. savings over 30 yrs +$694.51 +$834.64
Return
As of 11/30/16
1 YR RETURN 8.24%
3 YR --
5 YR --
10 YR --
1 YR RETURN 9.49%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.57%
3 YR 7.22%
5 YR 12.72%
10 YR 6.44%
Description
The investment seeks to maximize total return, consisting of capital appreciation and current income. To achieve its investment objective, the fund invests in, or seeks exposure to, companies based on various financial factors and fundamental sustainability factors such as environmental, social and governance performance of such companies. The fund invests in equity securities, which include, but are not limited to, dividend-paying securities, common stock, and preferred stock, shares of investment companies, convertible securities, warrants and rights.
The return on the ETNs is linked to the performance of the Return on Disability US LargeCap ETN Total Return USD Index. The index notionally tracks the returns that may be available from investing in a Basket comprised of stocks of up to 100 companies that, according to the RoD Ranking, are considered the top ranked firms in the disability market with respect to creation of shareholder value and which meet other eligibility requirements.
The investment seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain ESG criteria. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. The Advisor attempts to achieve the return of the U.S. stock market as represented by its benchmark, the Russell 3000®Index, while investing only in companies whose activities are consistent with the fund's ESG criteria.

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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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