EFCIX

ActiveMin. $1M

EFCIX

Expense Ratio
1.35%
Annual Cost per $10K
$135.00
30-Year Fee Drag per $10K
$24,113
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+24.25%

Asset Allocation

No allocation data available

Fee Comparison

EFCIX
1.35%
Index benchmark
0.03%

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of July 2025 · Updated quarterly

+73.85%3Y
Compare to

Fee Impact Calculator

$
%
EFCIX at 1.35%$260,049
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$120,564
Cost vs index fund−$117,375

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