Investment Test Drive

CTHRX Columbia Global Technology Growth R5

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Fund CTHRX Columbia Global Technology Growth R5 FSELX Fidelity® Select Semiconductors  
Similarity
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100% 86%
Annual Fees
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$106.75
(1.01% Exp. Ratio)
$81.38
(0.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.69% annual return
$38,781.18 $41,703.36
Est. savings over 30 yrs +$2,922.18
Return
As of 12/31/16
1 YR RETURN 13.14%
3 YR 13.60%
5 YR 20.62%
10 YR 9.63%
1 YR RETURN 32.38%
3 YR 23.26%
5 YR 21.98%
10 YR 10.85%
Description
The investment seeks capital appreciation. The fund invests at least 80% of net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of technology companies that may benefit from technological improvements, advancements or developments. It invests at least 25% of the value of its total net assets at the time of purchase in the securities of issuers conducting their principal business activities in the technology and related group of industries.
The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the design, manufacture, or sale of electronic components; equipment vendors to electronic component manufacturers; electronic component distributors; and electronic instruments and electronic systems vendors. 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.

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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