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CFJCX Calvert US Large Cap Value Rspnb Idx C

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Fund CFJCX Calvert US Large Cap Value Rspnb Idx C ARFFX Ariel Focus Investor TPYYX Touchstone Premium Yield Equity Y  
Similarity
?
100% 92% 90%
Annual Fees
?
$139.44
(1.32% Exp. Ratio)
$105.64
(1.00% Exp. Ratio)
$110.92
(1.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$34,787.06 $38,335.34 $37,758.73
Est. savings over 30 yrs +$3,548.28 +$2,971.68
Return
As of 11/30/16
1 YR RETURN 10.02%
3 YR --
5 YR --
10 YR --
1 YR RETURN 12.99%
3 YR 4.13%
5 YR 11.38%
10 YR 4.54%
1 YR RETURN 11.66%
3 YR 5.80%
5 YR 9.22%
10 YR --
Description
The investment seeks to track the performance of the Calvert U.S. Large Cap Value Responsible Index, which measures the investment return of large-capitalization stocks. The fund employs a passive management strategy designed to track, as closely as possible, the performance of the Calvert U.S. Large Cap Value Responsible Index. The fund uses a replication index method, investing in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index.
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.
The investment seeks long-term growth of capital and high-current income. The fund invests, under normal market conditions, at least 80% of its assets in equity securities without regard to market capitalization. For purposes of the fund, equity securities include common stock, depositary receipts, and real estate investment trusts ("REITs"). The fund focuses on dividend-paying equity securities of U.S. companies and foreign companies that the sub-advisor, Miller/Howard Investments Inc. ("Miller/Howard" or "Sub-Advisor"), believes possess attractive long-term return potential, primarily due to lower than average valuations and an improving business outlook.

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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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