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FHCCX Fidelity Advisor® Health Care C

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Fund FHCCX Fidelity Advisor® Health Care C IHI iShares US Medical Devices FSPHX Fidelity® Select Health Care  
Similarity
?
100% 91% 99%
Annual Fees
?
$189.12
(1.79% Exp. Ratio)
$46.49
(0.44% Exp. Ratio)
$77.13
(0.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$30,279.66 $45,606.45 $41,784.99
Est. savings over 30 yrs +$15,326.79 +$11,505.33
Return
As of 10/31/16
1 YR RETURN -8.45%
3 YR 10.00%
5 YR 18.20%
10 YR 10.30%
1 YR RETURN 14.50%
3 YR 15.67%
5 YR 18.68%
10 YR 11.14%
1 YR RETURN -7.51%
3 YR 11.08%
5 YR 19.70%
10 YR 11.79%
Description
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the design, manufacture, or sale of products or services used for or in connection with health care or medicine. 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 investment seeks to track the investment results of the Dow Jones U.S. Select Medical Equipment Index composed of U.S. equities in the medical devices sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index includes medical equipment companies such as manufacturers and distributors of medical devices such as magnetic resonance imaging (MRI) scanners, prosthetics, pacemakers, X-ray machines, and other non-disposable medical devices. The fund is non-diversified.
The investment seeks capital appreciation. The fund invests at least 80% of assets in securities of companies principally engaged in the design, manufacture, or sale of products or services used for or in connection with health care or medicine. 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.

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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