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HGHRX Hartford Healthcare R3

4 lower fee alternatives found

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Fund HGHRX Hartford Healthcare R3 XBI SPDR® S&P Biotech ETF IHI iShares US Medical Devices  
100% 88% 92%
Annual Fees
(1.62% Exp. Ratio)
(0.35% Exp. Ratio)
(0.44% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$32,543.29 $47,816.30 $46,537.55
Est. savings over 30 yrs +$15,273.01 +$13,994.26
As of 9/30/16
1 YR RETURN 6.40%
3 YR 14.86%
5 YR 20.99%
10 YR 10.56%
1 YR RETURN 6.97%
3 YR 16.26%
5 YR 27.90%
10 YR 16.38%
1 YR RETURN 32.09%
3 YR 20.72%
5 YR 21.62%
10 YR 12.49%
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 to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Biotechnology Select Industry Index derived from the biotechnology segment of a U.S. total market composite index. In seeking to track the performance of the S&P Biotechnology 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 biotechnology industry group 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.

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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".

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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