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SFSLX 1919 Financial Services C

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Fund SFSLX 1919 Financial Services C FNCL Fidelity® MSCI Financials ETF KBWR PowerShares KBW Regional Banking ETF  
100% 90% 92%
Annual Fees
(2.13% Exp. Ratio)
(0.08% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.78% annual return
$28,259.43 $52,568.67 $48,528.28
Est. savings over 30 yrs +$24,309.23 +$20,268.84
As of 11/30/16
1 YR RETURN 14.88%
3 YR 10.72%
5 YR 17.97%
10 YR 5.74%
1 YR RETURN 16.85%
3 YR 11.43%
5 YR --
10 YR --
1 YR RETURN 19.70%
3 YR 12.47%
5 YR 19.26%
10 YR --
The investment seeks long-term capital appreciation by investing primarily in common stocks. The fund normally invests at least 80% of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or "junk bonds". It may invest in shares of open-end mutual funds or unit investment ETFs. The fund is non-diversified.
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Financials Index. The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Financials Index, which represents the performance of the financial sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Financials Index. The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the KBW Nasdaq Regional Banking Index. The fund generally invests at least 90% of its total assets in securities of publicly traded mid-capitalization companies that do business as regional banks and thrifts listed on U.S. stock markets and that comprise the underlying index. The index provider compiles, maintains and calculates the underlying index, which is a modified-market capitalization-weighted index comprised of securities of 50 mid-cap banking companies that are publicly listed in the United States. 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.

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".

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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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