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ESGCX Mirova Global Sustainable Equity C

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Fund ESGCX Mirova Global Sustainable Equity C LOWC SPDR® MSCI ACWI Low Carbon Target ETF CRBN iShares MSCI ACWI Low Carbon Target  
Similarity
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100% 89% 89%
Annual Fees
?
$216.28
(2.05% Exp. Ratio)
$21.10
(0.20% Exp. Ratio)
$21.10
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$26,788.08 $46,959.63 $46,959.63
Est. savings over 30 yrs +$20,171.55 +$20,171.55
Return
As of 10/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.19%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.96%
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities, which may include common stocks, preferred stocks, depositary receipts and real estate investment trusts ("REITS"). The fund invests in securities of companies located in no fewer than three countries, which may include the U.S. Under normal circumstances, the fund will invest at least 40% of its assets in securities of companies located outside the U.S. and the fund may invest up to 25% of its assets in securities of companies located in emerging markets.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the MSCI ACWI Low Carbon Target Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is designed to address two dimensions of carbon exposure - carbon emissions and fossil fuel reserves, expressed as potential emissions. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI ACWI Low Carbon Target Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The underlying index is designed to address two dimensions of carbon exposure - carbon emissions and potential carbon emissions from fossil fuel reserves. The fund is non-diversified.

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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".

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