Investment Test Drive

PORIX Portfolio 21 Global Equity Instl

2 lower fee alternatives found

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Fund PORIX Portfolio 21 Global Equity Instl NSRIX Northern Global Sustainability Index SGIDX Steward Global Equity Income Ind  
Similarity
?
100% 90% 87%
Annual Fees
?
$113.94
(1.08% Exp. Ratio)
$32.71
(0.31% Exp. Ratio)
$103.39
(0.98% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$36,024.95 $45,459.85 $37,133.66
Est. savings over 30 yrs +$9,434.90 +$1,108.71
Return
As of 11/30/16
1 YR RETURN 1.58%
3 YR 2.38%
5 YR 8.10%
10 YR 3.77%
1 YR RETURN 3.38%
3 YR 3.68%
5 YR 9.60%
10 YR --
1 YR RETURN 9.61%
3 YR 6.46%
5 YR 9.53%
10 YR --
Description
The investment seeks long-term capital growth. The fund invests primarily in common stocks of companies that the adviser believes are leaders in managing environmental risks and opportunities, have above average growth potential, and are reasonably valued. Under normal market conditions, the fund's net assets (plus any borrowings for investment purposes) will be fully invested, but at least 80%, in equity securities. The fund invests globally and has exposure to both emerging and developed markets.
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.
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.

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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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