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TFSIX Franklin Mutual Financial Services A

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Fund TFSIX Franklin Mutual Financial Services A FSPCX Fidelity® Select Insurance Port  
100% 85%
Annual Fees
(1.38% Exp. Ratio)
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.75% annual return
$35,310.46 $42,102.08
Est. savings over 30 yrs +$6,791.62
As of 12/31/16
1 YR RETURN 11.61%
3 YR 10.11%
5 YR 14.87%
10 YR 2.41%
1 YR RETURN 18.17%
3 YR 10.35%
5 YR 18.25%
10 YR 4.99%
The investment seeks capital appreciation, which may occasionally be short term; income is a secondary consideration. The fund invests at least 80% of its net assets in securities of financial services companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). It also invests in merger arbitrage securities and the debt and equity of distressed companies. The fund may invest in foreign securities without limit.
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in underwriting, reinsuring, selling, distributing, or placing of property and casualty, life, or health insurance. 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.

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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