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BVSNX Baywood Socially Responsible Invs

3 lower fee alternatives found

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Fund BVSNX Baywood Socially Responsible Invs GVEZX GuideStone Funds Value Equity Investor ARFFX Ariel Focus Investor  
Similarity
?
100% 93% 92%
Annual Fees
?
$120.43
(1.14% Exp. Ratio)
$90.85
(0.86% Exp. Ratio)
$105.64
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$36,740.86 $39,994.34 $38,334.25
Est. savings over 30 yrs +$3,253.48 +$1,593.39
Return
As of 10/31/16
1 YR RETURN -0.73%
3 YR 1.75%
5 YR 7.90%
10 YR 3.03%
1 YR RETURN 1.82%
3 YR 5.66%
5 YR 12.19%
10 YR 4.66%
1 YR RETURN 4.13%
3 YR 2.39%
5 YR 8.91%
10 YR 3.87%
Description
The investment seeks long-term capital growth. Under normal circumstances, at least 80% of the fund's net assets (plus any borrowings for investment purposes) consist of common stocks of U.S. issuers that meet certain socially responsible criteria. The fund seeks to avoid investing in any issuer that derives more than 5% of its total revenue from tobacco, alcohol, gambling, abortion or weaponry (whether sold to consumers or the military), or that is involved in nuclear power.
The investment seeks to provide long-term capital appreciation. The fund invests mainly (at least, and typically more than, 80% of its net assets, plus borrowings for investment purposes, if any) in equity securities, which can include stock, stock futures, rights, warrants or securities convertible into stock. It is diversified and focuses on large- and medium-sized U.S. companies whose stocks are considered by the fund's Sub-Advisers to be value stocks.
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of companies of any size in order to provide investors access to superior opportunities in companies of all market capitalizations. The essence of the fund's strategy is a combination of patience and stock selection. The fund seeks to hold investments for a relatively long period of time-generally three to five years or more. The fund is non-diversified.

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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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