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BGSCX BlackRock Science & Technology Opp Inv C

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Fund BGSCX BlackRock Science & Technology Opp Inv C MTK SPDR® Morgan Stanley Technology ETF FSPTX Fidelity® Select Technology  
Similarity
?
100% 85% 92%
Annual Fees
?
$252.60
(2.39% Exp. Ratio)
$36.99
(0.35% Exp. Ratio)
$82.44
(0.78% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.69% annual return
$25,475.92 $47,382.67 $41,617.61
Est. savings over 30 yrs +$21,906.75 +$16,141.69
Return
As of 10/31/16
1 YR RETURN 10.16%
3 YR 12.25%
5 YR 12.93%
10 YR 8.54%
1 YR RETURN 10.44%
3 YR 13.59%
5 YR 14.67%
10 YR 8.86%
1 YR RETURN 12.65%
3 YR 13.32%
5 YR 14.04%
10 YR 10.47%
Description
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities issued by U.S. and non-U.S. science and technology companies in all market capitalization ranges, selected for their rapid and sustainable growth potential from the development, advancement and use of science and/or use of technology. It may invest up to 25% of its net assets in emerging market countries. The fund invests primarily in common stock but may also invest in preferred stock and convertible securities. It may also invest in Rule 144A securities which are privately placed securities purchased by qualified institutional buyers.
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 capital appreciation. The fund primarily invests in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in offering, using, or developing products, processes, or services that will provide or will benefit significantly from technological advances and improvements. 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.

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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".

Yes, funds and ETFs charge fees

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