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SSGPX BlackRock Energy & Resources Inv B

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Fund SSGPX BlackRock Energy & Resources Inv B XOP SPDR® S&P Oil & Gas Explor & Prodtn ETF VGENX Vanguard Energy Inv  
100% 88% 88%
Annual Fees
(2.10% Exp. Ratio)
(0.35% Exp. Ratio)
(0.37% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.76% annual return
$28,379.24 $48,287.99 $47,998.09
Est. savings over 30 yrs +$19,908.75 +$19,618.85
As of 9/30/16
1 YR RETURN 12.85%
3 YR -16.86%
5 YR -7.16%
10 YR -3.73%
1 YR RETURN 18.51%
3 YR -15.41%
5 YR -1.00%
10 YR 1.66%
1 YR RETURN 25.32%
3 YR -3.51%
5 YR 3.62%
10 YR 3.27%
The investment seeks long-term growth of capital. The fund invests at least 80% of its total assets in equity securities of global energy and natural resources companies and companies in associated businesses, as well as utilities (such as gas, water, cable, electrical and telecommunications utilities). The advisor intends to emphasize small companies but may from time to time emphasize companies of other sizes. It may invest without limit in companies located anywhere in the world and will generally invest in at least three countries and in companies tied economically to a number of countries. The fund is non-diversified.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the oil and gas exploration and production segment of a U.S. total market composite index. In seeking to track the performance of the S&P Oil & Gas Exploration & Production Select Industry Index, the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the oil and gas exploration and production industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in the common stocks of companies principally engaged in activities in the energy industry, such as the exploration, production, and transmission of energy or energy fuels; the making and servicing of component products for such activities; energy research; and energy conservation or pollution control.

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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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


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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