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FNRAX Franklin Natural Resources Adv

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Fund FNRAX Franklin Natural Resources Adv
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Similarity
?
100%
Annual Fees
?
$91.92
(0.87% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$40,032.33
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 19.24%
3 YR -7.61%
5 YR -5.05%
10 YR 0.17%
Description
The investment seeks high total return. Under normal market conditions, the fund invests at least 80% of its net assets in the equity and debt securities of companies in the natural resources sector. It predominantly invests in equity securities, primarily common stock. In addition to its investments in companies in the natural resources sector, the fund may also invest up to 20% of its net assets in equity or debt securities of any type of foreign or U.S. issuer. It may invest a portion of its assets in smaller capitalization companies, which are generally companies with market capitalizations of less than $1.5 billion at the time of the fund's investment.

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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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