Investment Test Drive

ATEBX AB Sustainable Global Thematic B

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Fund ATEBX AB Sustainable Global Thematic B GGBZX GuideStone Funds Aggressive Allc Inv  
Similarity
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100% 86%
Annual Fees
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$240.54
(2.28% Exp. Ratio)
$127.65
(1.21% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$24,939.05 $34,575.28
Est. savings over 30 yrs +$9,636.23
Return
As of 12/31/16
1 YR RETURN 1.85%
3 YR 2.38%
5 YR 7.90%
10 YR 2.62%
1 YR RETURN 6.37%
3 YR 2.39%
5 YR 9.89%
10 YR 3.76%
Description
The investment seeks long-term growth of capital. The fund pursues opportunistic growth by investing in a global universe of companies that are positively exposed to sustainable investment themes. The Adviser employs a combination of "top-down" and "bottom-up" investment processes with the goal of identifying securities of companies worldwide, fitting into sustainable investment themes. The Adviser identifies sustainable investment themes that are broadly consistent with achieving the United Nations Sustainable Development Goals.
The investment seeks capital appreciation. The fund, through investments in the GuideStone Funds Select Funds, combines a greater percentage of U.S. equity securities with a smaller percentage of international equity securities. The Adviser targets allocating 2% of the fund's assets in the Fixed Income Select Fund, 58% in the U.S. Equity Select Funds, 40% in the Non-U.S. Equity Select Funds. Target allocations represent the fund's current target for investments in the Select Funds. Actual allocations may differ from the target due to market fluctuations and other factors.

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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

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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