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BGSIX BlackRock Science & Technology Opp Instl

3 lower fee alternatives found

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Fund BGSIX BlackRock Science & Technology Opp Instl FSCSX Fidelity® Select Software & IT Svcs Port PRSCX T. Rowe Price Science & Tech  
100% 87% 89%
Annual Fees
(1.23% Exp. Ratio)
(0.77% Exp. Ratio)
(0.84% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.70% annual return
$36,368.89 $41,808.85 $40,933.04
Est. savings over 30 yrs +$5,439.96 +$4,564.15
As of 11/30/16
1 YR RETURN 8.16%
3 YR 11.70%
5 YR 14.78%
10 YR 9.43%
1 YR RETURN 9.19%
3 YR 12.05%
5 YR 18.42%
10 YR 12.59%
1 YR RETURN 11.56%
3 YR 13.74%
5 YR 15.35%
10 YR 9.72%
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 capital appreciation. The fund invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in research, design, production, or distribution of products or processes that relate to software or information-based services. 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 long-term capital appreciation. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the common stocks of companies expected to benefit from the development and use of science and/or technology. While most assets will typically be invested in U.S. common stocks, it may invest in foreign stocks in keeping with the fund's objectives. The fund may sell securities for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities.

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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.


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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