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AVEWX Ave Maria World Equity

2 lower fee alternatives found

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Fund AVEWX Ave Maria World Equity SGIDX Steward Global Equity Income Ind PGRNX Pax Global Environmental Mrkts Indv Inv  
Similarity
?
100% 88% 88%
Annual Fees
?
$131.88
(1.25% Exp. Ratio)
$103.39
(0.98% Exp. Ratio)
$129.77
(1.23% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$34,191.77 $37,110.44 $34,400.13
Est. savings over 30 yrs +$2,918.67 +$208.36
Return
As of 10/31/16
1 YR RETURN 2.40%
3 YR 1.96%
5 YR 6.66%
10 YR --
1 YR RETURN 8.15%
3 YR 6.14%
5 YR 9.17%
10 YR --
1 YR RETURN 7.00%
3 YR 2.94%
5 YR 9.84%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets, including the amount of any borrowings for investment purposes, in common stocks of U.S. and non-U.S. companies. It will invest at least 60% of its net assets in common stocks issued by non-U.S. companies. Under normal circumstances, all of the fund's equity investments (which include common stocks, preferred stocks and securities convertible into common stock) and at least 80% of its net assets will be invested in companies meeting the fund's religious criteria. It invests in securities of established companies of various market capitalizations.
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 follows a sustainable investing approach, combining rigorous financial analysis with equally rigorous environmental, social and governance (ESG) analysis in order to identify investments. It will invest primarily in equity securities of companies located around the world, including at least 40% of its net assets in securities of non-U.S. issuers, including those located in emerging markets. The fund invests in environmental markets-companies whose businesses and technologies focus on environmental markets.

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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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