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HGHIX Hartford Healthcare I

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Fund HGHIX Hartford Healthcare I PRHSX T. Rowe Price Health Sciences  
100% 95%
Annual Fees
(1.02% Exp. Ratio)
(0.76% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$38,244.61 $41,376.08
Est. savings over 30 yrs +$3,131.48
As of 11/30/16
1 YR RETURN -8.70%
3 YR 9.98%
5 YR 18.92%
10 YR 10.26%
1 YR RETURN -6.76%
3 YR 11.47%
5 YR 22.42%
10 YR 14.81%
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in the equity securities of health care-related companies worldwide as selected by the sub-adviser, Wellington Management Company LLP ("Wellington Management"). The focus of the fund's investment process is stock selection through fundamental analysis.
The investment seeks long-term capital appreciation. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the common stocks of companies engaged in the research, development, production, or distribution of products or services related to health care, medicine, or the life sciences (collectively termed "health sciences"). While the fund can invest in companies of any size, the majority of fund assets are expected to be invested in large- and mid-capitalization companies.

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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.


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".

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