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MPCT iShares MSCI Global Impact

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Fund MPCT iShares MSCI Global Impact CRBN iShares MSCI ACWI Low Carbon Target NSRIX Northern Global Sustainability Index  
Similarity
?
100% 86% 85%
Annual Fees
?
$51.70
(0.49% Exp. Ratio)
$21.10
(0.20% Exp. Ratio)
$32.71
(0.31% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$43,048.54 $46,975.66 $45,446.92
Est. savings over 30 yrs +$3,927.12 +$2,398.39
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.61%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.38%
3 YR 3.68%
5 YR 9.60%
10 YR --
Description
The investment seeks to track the performance of the MSCI ACWI Sustainable Impact 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 index is an index composed of positive impact companies that derive a majority of their revenue from products and services that address at least one of the world's major social and environmental challenges as identified by the United Nations Sustainable Development Goals. 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.
The investment seeks to provide investment results approximating the overall performance of the securities included in the MSCI World ESG IndexSM. The fund will invest substantially all (and at least 80%) of its net assets in equity securities included in the MSCI World ESG Index, in weightings that approximate the relative composition of the securities contained in the MSCI World ESG Index. The MSCI World ESG Index is a free float-adjusted, market-capitalization weighted index comprised of large-and mid-cap developed market companies in Asia-Pacific, Europe & the Middle East, Canada and the United States.

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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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