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AADR vs CIPMX
AADR is an ETF, whereas CIPMX is a mutual fund. AADR has a lower 5-year return than CIPMX (13.04% vs 21.21%). AADR has a lower expense ratio than CIPMX (1.1% vs 1.11%). Below is the comparison between AADR and CIPMX.
|Security Type||ETF||Mutual fund|
|Segment||Equity: Global Ex-U.S. - Total Market Growth||U.S. Equity: Mid-Cap Growth|
|Management Style||passive (index-based)||active|
The Fund seeks long-term capital appreciation above international benchmarks such as the MSCI EAFE Index and the BNY Mellon Classic ADR Index. The Fund selects a portfolio of U.S. traded securities of non-U.S. organizations, most often American Depositary Receipts (ADRs), included in the BNY Mellon Classic ADR Index.
AADR performance & returns
Top 10 Holdings (45.63% of Total Assets)
|NICE Ltd ADR||NICE||6.54%|
|Gold Fields Ltd ADR||GFI.JO||5.86%|
|argenx SE ADR||ARGX||5.52%|
|Anglogold Ashanti Ltd ADR||AU.JO||3.64%|
|TAL Education Group ADR||TAL||3.63%|
|ASML Holding NV ADR||ASML||3.59%|
|ZTO Express (Cayman) Inc ADR||ZTO||3.35%|
|Sibanye Stillwater Ltd ADR||SBSW.JO||3.21%|
|LVMH Moet Hennessy Louis Vuitton SE ADR||LVMUY.PA||3.08%|
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The Fund seeks capital appreciation. The Fund seeks to invest under normal conditions, at least 80% of its net assets in securities of medium-sized companies, and to a lesser extent small and large sized companies, which have attractive long term fundamentals, superior appreciation potential and attractive valuations.
CIPMX performance & returns
Top 10 Holdings (29.40% of Total Assets)
|Goldman Sachs FS Treasury Intms Instl||FTIXX||4.53%|
|Workday Inc Class A||WDAY||2.80%|
|Veeva Systems Inc Class A||VEEV||2.78%|
|Arthur J. Gallagher & Co||AJG||2.73%|
|Everest Re Group Ltd||RE||2.68%|
Other relevant CIPMX comparisons
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