Investment Test Drive

ATERX AB Sustainable Global Thematic R

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Fund ATERX AB Sustainable Global Thematic R SGIDX Steward Global Equity Income Ind TIQIX Touchstone Sustainability & Imp Eq Y  
Similarity
?
100% 85% 86%
Annual Fees
?
$169.86
(1.61% Exp. Ratio)
$103.39
(0.98% Exp. Ratio)
$105.50
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$30,654.75 $37,124.16 $36,899.87
Est. savings over 30 yrs +$6,469.41 +$6,245.12
Return
As of 11/30/16
1 YR RETURN 0.56%
3 YR 4.29%
5 YR 7.57%
10 YR 3.45%
1 YR RETURN 9.61%
3 YR 6.46%
5 YR 9.53%
10 YR --
1 YR RETURN 1.18%
3 YR 5.26%
5 YR 9.78%
10 YR 6.41%
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 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.
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its assets in equity securities of U.S. and non-U.S. companies that meet certain financial and environmental, social, and governance criteria. Equity securities include common stocks, preferred stocks, convertible securities, depositary receipts such as American Depositary Receipts ("ADRs"), Global Depositary Receipts ("GDRs") and European Depositary Receipts ("EDRs"), and interests in other investment companies, including exchange-traded funds that invest 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.

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

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