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TPWCX TIAA-CREF Social Choice LwCrbn Eq Prmr

3 lower fee alternatives found

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Fund TPWCX TIAA-CREF Social Choice LwCrbn Eq Prmr TICRX TIAA-CREF Social Choice Eq Retail WIL Barclays Women in Leadership ETN  
Similarity
?
100% 97% 89%
Annual Fees
?
$49.69
(0.47% Exp. Ratio)
$46.52
(0.44% Exp. Ratio)
$47.58
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$46,142.26 $46,561.33 $46,421.23
Est. savings over 30 yrs +$419.07 +$278.97
Return
As of 12/31/16
1 YR RETURN 12.77%
3 YR --
5 YR --
10 YR --
1 YR RETURN 13.26%
3 YR 6.94%
5 YR 13.24%
10 YR 6.55%
1 YR RETURN 14.43%
3 YR --
5 YR --
10 YR --
Description
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 environmental, social, and governance criteria ("ESG"), which include additional criteria relating to carbon emissions and fossil fuel reserves. The fund invests at least 80% of its assets in equity securities. The advisor attempts to achieve investment results that reflect the return of the U.S. stock market as represented by its benchmark index, the Russell 3000®Index while investing in companies whose activities are consistent with the fund's ESG criteria.
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.
The investment seeks a return linked to the performance of the Barclays Women in Leadership Total Return USD Index (the “index”). The index is designed to provide investors with exposure to U.S.-based companies that satisfy one or both of the gender diversity criteria of having a female chief executive officer or having at least 25% female members on the board of directors and that satisfy certain market capitalization, liquidity and other selection criteria and concentration limits.

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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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