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IESGX Sit ESG Growth I

3 lower fee alternatives found

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Fund IESGX Sit ESG Growth I PXWGX Pax ESG Beta Quality Individual Investor NCGFX New Covenant Growth  
Similarity
?
100% 86% 87%
Annual Fees
?
$132.03
(1.25% Exp. Ratio)
$95.06
(0.90% Exp. Ratio)
$107.74
(1.02% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$35,410.10 $39,375.28 $37,969.73
Est. savings over 30 yrs +$3,965.18 +$2,559.63
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.67%
3 YR 7.07%
5 YR 11.46%
10 YR 6.78%
1 YR RETURN 4.37%
3 YR 5.73%
5 YR 11.58%
10 YR 4.73%
Description
The investment seeks to maximize long-term capital appreciation. The fund seeks to achieve its objective by investing at least 80% of its net assets in companies that the Adviser believes have strong environmental, social and corporate governance (ESG) practices at the time of purchase. The Adviser invests in growth-oriented companies it believes exhibit the potential for superior growth. The fund focuses on stocks issued by companies with long records of earnings and revenue growth. It invests in the common stock of U.S. and foreign companies, and in American Depository Receipts and Global Depository Receipts of foreign companies.
The investment seeks long-term growth of capital. The fund invests primarily in large-capitalization domestic equity securities that the Adviser believes have strong Environmental, Social and Governance (ESG) profiles that exhibit higher "quality" characteristics and reasonable valuations. It may invest a portion of its assets in securities of non-U.S. issuers, including emerging market investments and American Depositary Receipts ("ADRs"), but may invest no more than 25% of its assets in securities of non-U.S. issuers other than ADRs.
The investment seeks long-term capital appreciation; dividend income, if any, will be incidental. The fund typically invests at least 80% of its net assets in a diversified portfolio of common stocks of companies that the fund's portfolio managers believe have long-term growth potential. It invests in common stocks and other equity securities. The fund invests primarily in securities of domestic companies, but may also, to a lesser extent, invest in securities of foreign companies. It generally invests in larger companies, although it may purchase securities of companies of any size, including small companies.

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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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