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BHSRX BlackRock Health Sciences Opps R

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Fund BHSRX BlackRock Health Sciences Opps R RYH Guggenheim S&P 500® Eq Weight HC ETF FSMEX Fidelity® Select Medical Equip & Systems  
100% 92% 92%
Annual Fees
(1.46% Exp. Ratio)
(0.40% Exp. Ratio)
(0.76% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$34,169.11 $47,101.75 $42,253.19
Est. savings over 30 yrs +$12,932.64 +$8,084.09
As of 9/30/16
1 YR RETURN 7.32%
3 YR 15.01%
5 YR 20.65%
10 YR 12.90%
1 YR RETURN 11.06%
3 YR 16.09%
5 YR 20.96%
10 YR --
1 YR RETURN 33.00%
3 YR 22.39%
5 YR 21.92%
10 YR 13.85%
The investment seeks to provide long-term growth of capital. The fund invests at least 80% of its total assets in equity securities, primarily common stock, of companies in health sciences and related industries. The health sciences sector can include companies in health care equipment and supplies, health care providers and services, biotechnology, and pharmaceuticals. It will concentrate its investments (i.e., invest more than 25% of its assets) in health sciences or related industries, and may invest in companies located in non-U.S. countries. The fund is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the performance of the S&P 500® Equal Weight Index Health Care Total Return. The underlying index is an unmanaged equal weighted version of the S&P 500® Health Care Index that consists of the common stocks of the following industries: health care equipment and supplies, health care providers and services, and biotechnology and pharmaceuticals that comprise the Health Care sector of the S&P 500® Index. The fund is non-diversified.
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in research, development, manufacture, distribution, supply, or sale of medical equipment and devices and related technologies. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. 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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