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FCLTX Fidelity Advisor® Industrials T

8 lower fee alternatives found

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Fund FCLTX Fidelity Advisor® Industrials T FIDU Fidelity® MSCI Industrials ETF XAR SPDR® S&P Aerospace & Defense ETF  
Similarity
?
100% 95% 94%
Annual Fees
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$140.71
(1.33% Exp. Ratio)
$8.89
(0.08% Exp. Ratio)
$37.03
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.79% annual return
$36,260.54 $52,836.20 $48,775.25
Est. savings over 30 yrs +$16,575.66 +$12,514.71
Return
As of 10/31/16
1 YR RETURN 3.07%
3 YR 4.76%
5 YR 12.23%
10 YR 8.18%
1 YR RETURN 8.06%
3 YR 6.76%
5 YR --
10 YR --
1 YR RETURN 10.29%
3 YR 10.80%
5 YR 18.24%
10 YR --
Description
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the research, development, manufacture, distribution, supply, or sale of industrial products, services, or equipment. 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 returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Industrials 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 Industrials Index, which represents the performance of the industrial sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Industrials Index. 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 the S&P Aerospace & Defense Select Industry Index. In seeking to track the performance of the S&P Aerospace & Defense 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 aerospace and defense segment of the S&P Total Market Index ("S&P TMI"). 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.

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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