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FPHAX Fidelity® Select Pharmaceuticals Port

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Fund FPHAX Fidelity® Select Pharmaceuticals Port VGHCX Vanguard Health Care Inv FSPHX Fidelity® Select Health Care  
Similarity
?
100% 86% 86%
Annual Fees
?
$82.42
(0.78% Exp. Ratio)
$38.04
(0.36% Exp. Ratio)
$77.14
(0.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$41,377.30 $46,967.46 $42,007.43
Est. savings over 30 yrs +$5,590.16 +$630.13
Return
As of 12/31/16
1 YR RETURN -16.27%
3 YR 3.90%
5 YR 12.62%
10 YR 10.17%
1 YR RETURN -8.99%
3 YR 9.63%
5 YR 16.78%
10 YR 10.22%
1 YR RETURN -10.68%
3 YR 8.15%
5 YR 19.13%
10 YR 11.75%
Description
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in companies engaged in the research, development, manufacture, sale, or distribution of pharmaceuticals and drugs of all types. It invests in domestic and foreign issuers. The fund invests primarily in common stocks. 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.
The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets in the stocks of companies principally engaged in the development, production, or distribution of products and services related to the health care industry. These companies include, among others, pharmaceutical firms, medical supply companies, and businesses that operate hospitals and other health care facilities. It may also consider companies engaged in medical, diagnostic, biochemical, and other research and development activities. The fund may invest up to 50% of its assets in foreign stocks.
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.

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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

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