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SUHIX Deutsche Health and Wellness Instl

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Fund SUHIX Deutsche Health and Wellness Instl FHLC Fidelity® MSCI Health Care ETF VGHCX Vanguard Health Care Inv  
Similarity
?
100% 93% 91%
Annual Fees
?
$115.16
(1.09% Exp. Ratio)
$8.87
(0.08% Exp. Ratio)
$38.03
(0.36% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$37,440.40 $50,720.74 $46,681.62
Est. savings over 30 yrs +$13,280.34 +$9,241.23
Return
As of 11/30/16
1 YR RETURN -9.00%
3 YR 7.45%
5 YR 16.66%
10 YR 10.17%
1 YR RETURN -2.59%
3 YR 9.15%
5 YR --
10 YR --
1 YR RETURN -8.11%
3 YR 10.24%
5 YR 17.19%
10 YR 10.31%
Description
The investment seeks long-term growth of capital. Under normal circumstances, the fund will invest at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies in the health care and wellness sectors. It invests primarily in securities of U.S. companies, but may invest in foreign companies as well. The fund may invest in companies of any size. While the fund invests mainly in common stocks, it may also invest up to 20% of total assets in U.S. Treasury and U.S. agency debt obligations.
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Health Care Index. The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Health Care Index, which represents the performance of the health care sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Health Care Index. 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.

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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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