Investment Test Drive

TSMDX Trillium Small/Mid Cap Institutional

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Fund TSMDX Trillium Small/Mid Cap Institutional ETHO Etho Climate Leadership US ETF  
Similarity
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100% 93%
Annual Fees
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$105.62
(1.00% Exp. Ratio)
$47.53
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$38,124.69 $45,018.23
Est. savings over 30 yrs +$6,893.54
Return
As of 11/30/16
1 YR RETURN 8.84%
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 conditions, the fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small and mid-sized companies. The Adviser defines small- and mid-cap companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the S&P 1000® Index.
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.

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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