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DLRHX Delaware Healthcare R

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Fund DLRHX Delaware Healthcare R FSMEX Fidelity® Select Medical Equip & Systems  
100% 85%
Annual Fees
(1.60% Exp. Ratio)
(0.76% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$32,253.50 $41,622.34
Est. savings over 30 yrs +$9,368.85
As of 12/31/16
1 YR RETURN -4.57%
3 YR 7.39%
5 YR 17.16%
10 YR --
1 YR RETURN 8.68%
3 YR 13.83%
5 YR 19.23%
10 YR 12.13%
The investment seeks maximum long-term capital growth through capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets, plus the amount of any borrowings for investment purposes, in the equity securities of healthcare companies, meaning companies that develop, produce, or distribute products or services related to the healthcare or medical industries and derive a substantial portion, that is, more than 50%, of their sales from products and services in the healthcare industry (80% policy). It 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.

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