Investment Test Drive

CTYRX Columbia Global Technology Growth R4

2 lower fee alternatives found

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Fund CTYRX Columbia Global Technology Growth R4 SMH VanEck Vectors Semiconductor ETF FSELX Fidelity® Select Semiconductors  
Similarity
?
100% 88% 86%
Annual Fees
?
$120.50
(1.14% Exp. Ratio)
$36.99
(0.35% Exp. Ratio)
$81.39
(0.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.70% annual return
$37,376.33 $47,456.70 $41,808.85
Est. savings over 30 yrs +$10,080.37 +$4,432.52
Return
As of 11/30/16
1 YR RETURN 10.00%
3 YR 15.39%
5 YR 19.32%
10 YR 9.41%
1 YR RETURN 30.17%
3 YR 21.83%
5 YR --
10 YR --
1 YR RETURN 25.91%
3 YR 24.83%
5 YR 20.89%
10 YR 10.29%
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 fund is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Market Vectors® US Listed Semiconductor 25 Index (the "Semiconductor Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Semiconductor Index is comprised of common stocks and depositary receipts of U.S. exchange-listed companies in the semiconductor sector. Such companies may include medium-capitalization companies and foreign companies that are listed on a U.S. exchange. The fund is non-diversified.
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.

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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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