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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 ITOT iShares Core S&P Total US Stock Mkt FUSEX Fidelity® 500 Index Investor  
100% 85% 85%
Annual Fees
(0.47% Exp. Ratio)
(0.03% Exp. Ratio)
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$46,091.22 $52,612.49 $51,673.38
Est. savings over 30 yrs +$6,521.27 +$5,582.16
As of 9/30/16
1 YR RETURN 15.19%
3 YR --
5 YR --
10 YR --
1 YR RETURN 15.31%
3 YR 10.82%
5 YR 16.30%
10 YR 7.29%
1 YR RETURN 15.34%
3 YR 11.07%
5 YR 16.28%
10 YR 7.17%
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 to track the investment results of the S&P Total Market Index™ (TMI), which is comprised of the common equities included in the S&P 500® and the S&P Completion Index™. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index.
The investment seeks to provide investment results that correspond to the total return performance of common stocks publicly traded in the United States. The fund normally invests at least 80% of assets in common stocks included in the S&P 500® Index, which broadly represents the performance of common stocks publicly traded in the United States. It lends securities to earn income.

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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.


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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