Investment Test Drive

CSIEX Calvert Equity A

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund CSIEX Calvert Equity A PARNX Parnassus BIAWX Brown Advisory Sustainable Growth Inv  
Similarity
?
100% 89% 92%
Annual Fees
?
$113.02
(1.07% Exp. Ratio)
$88.73
(0.84% Exp. Ratio)
$95.06
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$37,398.51 $40,096.78 $39,375.28
Est. savings over 30 yrs +$2,698.28 +$1,976.77
Return
As of 11/30/16
1 YR RETURN 0.84%
3 YR 6.50%
5 YR 11.75%
10 YR 6.80%
1 YR RETURN 6.87%
3 YR 9.83%
5 YR 16.72%
10 YR 9.23%
1 YR RETURN 4.80%
3 YR 9.46%
5 YR --
10 YR --
Description
The investment seeks growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities (common stock). The fund will provide shareholders with at least 60 days' notice before changing this 80% policy. The fund invests primarily in common stocks of U.S. large-cap companies. The managers define large-cap companies as those whose market capitalization falls within the range of the Russell 1000 Index at the time of investment.
The investment seeks capital appreciation. The fund invests in undervalued stocks. It follows a "contrarian" strategy of seeking to invest in stocks that are currently out of favor with the financial community and are therefore deeply undervalued. The fund's investment adviser expects that if these undervalued companies are financially strong and have good prospects for the future, they will come back into favor and increase in market value. It is a "multi-cap" fund in that it can invest in companies of any size, from larger, well-established companies to smaller companies with market capitalizations below $1 billion.
The investment seeks capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of environmentally sustainable domestic companies. It invests primarily in the securities of medium and large capitalization companies that Brown Advisory LLC (the "Adviser") believes (1) have prospects for above average earnings growth in the future, and (2) effectively implement environmentally sustainable business strategies to drive their earnings growth. Medium and large capitalization companies are those companies with market capitalizations generally greater than $2 billion at time of purchase.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!