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ETAHX Eventide Healthcare & Life Sciences A

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Fund ETAHX Eventide Healthcare & Life Sciences A ETNHX Eventide Healthcare & Life Sciences N  
Similarity
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100% 100%
Annual Fees
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$169.04
(1.60% Exp. Ratio)
$163.76
(1.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$32,065.40 $32,557.82
Est. savings over 30 yrs +$492.42
Return
As of 11/30/16
1 YR RETURN -14.49%
3 YR 11.15%
5 YR --
10 YR --
1 YR RETURN -14.44%
3 YR 11.20%
5 YR --
10 YR --
Description
The investment seeks to provide long-term capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in equity and equity-related securities of companies in the healthcare and life sciences sectors, including common stock, options, preferred stock and convertible debt. It may invest without limitation in securities of companies domiciled outside the United States either directly or through American Depositary Receipts ("ADRs"). The fund may invest in securities of companies of any market capitalization.
The investment seeks to provide long-term capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in equity and equity-related securities of companies in the healthcare and life sciences sectors, including common stock, options, preferred stock and convertible debt. It may invest without limitation in securities of companies domiciled outside the United States either directly or through American Depositary Receipts ("ADRs"). The fund may invest in securities of companies of any market capitalization.

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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.

Similarity

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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