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MAGRX BlackRock Natural Resources Instl

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Fund MAGRX BlackRock Natural Resources Instl FSENX Fidelity® Select Energy  
100% 90%
Annual Fees
(0.84% Exp. Ratio)
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.76% annual return
$41,650.06 $42,157.05
Est. savings over 30 yrs +$506.99
As of 9/30/16
1 YR RETURN 17.34%
3 YR -6.77%
5 YR 1.87%
10 YR 2.27%
1 YR RETURN 24.14%
3 YR -3.36%
5 YR 5.69%
10 YR 3.32%
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of companies with substantial natural resource assets. Under normal circumstances, it will invest at least 80% of its assets in companies with substantial natural resource assets or in securities the value of which is related to the market value of some natural resource asset. The fund normally invests in a portfolio consisting of companies in a variety of natural resource related sectors, such as energy, chemicals, oil, gas, paper, mining, steel or agricultural products. It is non-diversified.
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in the energy field, including the conventional areas of oil, gas, electricity, and coal, and newer sources of energy such as nuclear, geothermal, oil shale, and solar power. It invests in domestic and foreign issuers. The fund invests primarily in common stocks. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. 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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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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