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CMJCX Calvert US Mid Cap Core Rspnb Idx C

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Fund CMJCX Calvert US Mid Cap Core Rspnb Idx C BRMAX BlackRock Midcap Index Investor A PARMX Parnassus Mid-Cap  
Similarity
?
100% 85% 90%
Annual Fees
?
$139.47
(1.32% Exp. Ratio)
$36.98
(0.35% Exp. Ratio)
$104.60
(0.99% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$34,992.14 $46,926.19 $38,678.36
Est. savings over 30 yrs +$11,934.06 +$3,686.22
Return
As of 10/31/16
1 YR RETURN 2.82%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.77%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.26%
3 YR 8.12%
5 YR 13.37%
10 YR 8.59%
Description
The investment seeks to track the performance of the Calvert U.S. Mid Cap Core Responsible Index, which measures the investment return of mid-capitalization stocks. The fund employs a passive management strategy designed to track, as closely as possible, the performance of the Calvert U.S. Mid Cap Core 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 to track the investment results of the Russell Midcap® Index (the "underlying index"), which measures the performance of the mid-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index. The underlying index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000® Index.
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in mid-sized companies. The fund's managers consider a mid-sized company to be one that has a market capitalization between that of the smallest and largest constituents of the Russell Midcap Index measured at the time of purchase. The Russell Midcap Index includes approximately 800 of the smallest companies in the Russell 1000 Index. The fund may normally invest up to 20% of its net assets in smaller- and larger-capitalization 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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