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HSSCX Emerald Banking and Finance C

2 lower fee alternatives found

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Fund HSSCX Emerald Banking and Finance C KBWP PowerShares KBW Prpty & Casualty Ins ETF FFBFX Emerald Banking and Finance Investor  
Similarity
?
100% 87% 100%
Annual Fees
?
$226.34
(2.14% Exp. Ratio)
$37.02
(0.35% Exp. Ratio)
$162.88
(1.54% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.77% annual return
$28,094.74 $48,393.58 $33,749.21
Est. savings over 30 yrs +$20,298.84 +$5,654.47
Return
As of 10/31/16
1 YR RETURN -0.58%
3 YR 9.95%
5 YR 16.41%
10 YR 2.28%
1 YR RETURN 6.63%
3 YR 12.25%
5 YR 17.84%
10 YR --
1 YR RETURN 0.00%
3 YR 10.65%
5 YR 17.18%
10 YR 2.47%
Description
The investment seeks long-term growth through capital appreciation; income is a secondary objective. The fund has adopted an investment policy that it will, under normal conditions, invest at least 80% of the value of its assets (net assets plus the amount of any borrowings for investment purposes) in stocks (both common and preferred) of companies principally engaged in the banking or financial services industries. It will usually emphasize small or medium market capitalization companies: those with a market capitalization of less than $1.5 billion.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the KBW Nasdaq Property & Casualty Index (the "underlying index"). The fund generally invests at least 90% of its total assets in the securities of property and casualty insurance companies that comprise the underlying index. It generally invests in all of the securities comprising the underlying index in proportion to their weightings in the underlying index. The fund is non-diversified.
The investment seeks long-term growth through capital appreciation; income is a secondary objective. The fund has adopted an investment policy that it will, under normal conditions, invest at least 80% of the value of its assets (net assets plus the amount of any borrowings for investment purposes) in stocks (both common and preferred) of companies principally engaged in the banking or financial services industries. It will usually emphasize small or medium market capitalization companies: those with a market capitalization of less than $1.5 billion.

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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.

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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