Investment Test Drive

FSHCX Fidelity® Select Health Care Svcs Port

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund FSHCX Fidelity® Select Health Care Svcs Port XHE SPDR® S&P Health Care Equipment ETF IHI iShares US Medical Devices  
Similarity
?
100% 90% 95%
Annual Fees
?
$81.35
(0.77% Exp. Ratio)
$36.98
(0.35% Exp. Ratio)
$46.49
(0.44% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$41,251.19 $46,823.71 $45,571.50
Est. savings over 30 yrs +$5,572.52 +$4,320.32
Return
As of 11/30/16
1 YR RETURN 5.80%
3 YR 11.32%
5 YR 15.17%
10 YR 10.09%
1 YR RETURN 10.85%
3 YR 12.36%
5 YR 17.81%
10 YR --
1 YR RETURN 8.52%
3 YR 13.77%
5 YR 18.42%
10 YR 10.67%
Description
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in the ownership or management of hospitals, nursing homes, health maintenance organizations, and other companies specializing in the delivery of health care services. 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.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the health care equipment and supplies segment of a U.S. total market composite index. In seeking to track the performance of the S&P Health Care Equipment Select Industry Index (the "index"), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the health care equipment segment of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
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.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!