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ARKQ ARK Industrial Innovation ETF

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Fund ARKQ ARK Industrial Innovation ETF MTK SPDR® Morgan Stanley Technology ETF SOXX iShares PHLX Semiconductor  
Similarity
?
100% 85% 85%
Annual Fees
?
$79.27
(0.75% Exp. Ratio)
$36.99
(0.35% Exp. Ratio)
$50.74
(0.48% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.70% annual return
$42,083.88 $47,480.95 $45,657.42
Est. savings over 30 yrs +$5,397.07 +$3,573.54
Return
As of 11/30/16
1 YR RETURN 10.08%
3 YR --
5 YR --
10 YR --
1 YR RETURN 10.20%
3 YR 12.83%
5 YR 15.71%
10 YR 8.52%
1 YR RETURN 31.63%
3 YR 21.49%
5 YR 20.27%
10 YR 7.78%
Description
The investment seeks long-term growth of capital. The fund is an actively-managed exchange-traded fund that will invest under normal circumstances primarily (at least 80% of its assets) in domestic and foreign equity securities of companies that are relevant to the fund's investment theme of industrial innovation. Substantially all of the fund's assets will be invested in equity securities, including common stocks, partnership interests, business trust shares and other equity investments or ownership interests in business enterprises. The advisor currently intends to use only ADRs when purchasing foreign securities. 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 Morgan Stanley Technology Index that tracks the performance of publicly traded electronics-based technology companies. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is composed of 35 leading U.S. Technology related companies. The index was the first listed broad-market technology barometer dedicated exclusively to the electronics-based technology industry. The fund is non-diversified.
The investment seeks to track the investment results of the PHLX Semiconductor Sector Index composed of U.S. equities in the semiconductor 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 measures the performance of U.S.-traded securities of companies engaged in the semiconductor business. 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.

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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".

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