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CGSLX ClearBridge Global Health Care Innvts IS

15 lower fee alternatives found

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Fund CGSLX ClearBridge Global Health Care Innvts IS VHT Vanguard Health Care ETF FHLC Fidelity® MSCI Health Care ETF  
100% 91% 90%
Annual Fees
(0.80% Exp. Ratio)
(0.09% Exp. Ratio)
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$41,745.25 $51,704.18 $51,797.41
Est. savings over 30 yrs +$9,958.93 +$10,052.16
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 9.88%
3 YR 14.22%
5 YR 20.42%
10 YR 10.69%
1 YR RETURN 9.80%
3 YR --
5 YR --
10 YR --
The investment seeks capital appreciation. The fund invests at least 80% of its assets, plus borrowings for investment purposes, if any, in the securities of companies engaged in the development, production or distribution of products or services related to health care or in other instruments with similar economic characteristics. It may invest in issuers of any market capitalization. The fund is non-diversified.
The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Health Care 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the health care sector, as classified under the Global Industry Classification Standard (GICS). The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. 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 Health Care 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 Health Care Index, which represents the performance of the health care sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Health Care Index. 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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