Investment Test Drive

BERCX Berwyn Cornerstone

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Fund BERCX Berwyn Cornerstone ARTLX Artisan Value Investor  
Similarity
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100% 90%
Annual Fees
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$134.17
(1.27% Exp. Ratio)
$105.64
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$35,376.96 $38,397.44
Est. savings over 30 yrs +$3,020.48
Return
As of 12/31/16
1 YR RETURN 28.68%
3 YR 2.64%
5 YR 11.12%
10 YR 5.25%
1 YR RETURN 29.04%
3 YR 7.18%
5 YR 11.96%
10 YR 6.00%
Description
The investment seeks to achieve long-term capital appreciation; current income is a secondary consideration. The advisor intends to achieve its investment objective through investments in equity and fixed income securities, such as common stocks, preferred stocks and corporate bonds, which the advisor believes are undervalued and offer potential for long-term capital appreciation. The fund will invest primarily in equity securities, the majority of which will be issued by large-capitalization and mid-capitalization companies. It is non-diversified.
The investment seeks maximum long-term capital growth. The fund may invest up to 25% of its total assets at market value at the time of purchase in common stocks and other equity securities of non-U.S. companies and securities trading on non-U.S. exchanges. Its investments in non-U.S. securities may include investments in developed markets, as well as emerging and less developed markets. The fund invests in common stocks and other equity securities of companies across a broad capitalization range.

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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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