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RIVEX Riverbridge Eco Leaders® Institutional

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Fund RIVEX Riverbridge Eco Leaders® Institutional ETHO Etho Climate Leadership US ETF  
Similarity
?
100% 91%
Annual Fees
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$122.52
(1.16% Exp. Ratio)
$47.53
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$36,323.02 $45,023.35
Est. savings over 30 yrs +$8,700.33
Return
As of 11/30/16
1 YR RETURN 5.87%
3 YR --
5 YR --
10 YR --
1 YR RETURN 9.81%
3 YR --
5 YR --
10 YR --
Description
The investment seeks long term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of "Eco Leader" companies, which are companies that Riverbridge Partners, LLC (the "Advisor"), the advisor, believes have sustainable environmental practices. The fund's investments in equity securities may include common stock, preferred stock and convertible securities. While it invests primarily in equity securities of U.S. issuers, the fund may invest in securities of foreign issuers.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Etho Climate Leadership Index - US (the "index"). The index tracks the performance of the equity securities of a diversified set of U.S. companies that are leaders in their industry with respect to their carbon impact. "Carbon impact" calculated based on the total greenhouse gas ("GHG") emissions from a company's operations, fuel use, supply chain, and business activities, divided by the company's market capitalization. The fund will invest at least 80% of its total assets in the component securities of the index.

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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.

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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

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