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ASTPX AllianzGI Global Sustainability P

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Fund ASTPX AllianzGI Global Sustainability P SGIDX Steward Global Equity Income Ind  
100% 86%
Annual Fees
(1.05% Exp. Ratio)
(0.98% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$36,267.42 $37,045.07
Est. savings over 30 yrs +$777.65
As of 9/30/16
1 YR RETURN 13.67%
3 YR --
5 YR --
10 YR --
1 YR RETURN 18.24%
3 YR 8.57%
5 YR 11.67%
10 YR --
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by creating a portfolio of global equities with a focus on companies that the portfolio managers believe exhibit strong records with respect to environmental, social, and corporate governance ("ESG") factors. It normally invests primarily in equity securities and equity-related instruments of both U.S. and non-U.S. companies, including emerging market securities. Under normal market conditions, the fund will invest at least 40% of its assets in non-U.S. securities.
The investment seeks current income along with growth of capital. The fund invests in U.S. and non-U.S. dividend-paying stocks that have demonstrated above-median yield, positive trend in dividend payouts and favorable earnings growth. It invests primarily in common stocks of companies that represent a broad spectrum of the global economy and a range of market capitalizations, including large-cap, mid-cap and small-cap. The fund may also invest in other investment companies. It will normally invest at least 80% of its assets in dividend-paying securities and at least 80% of its assets in equity securities.

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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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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".

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