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GITIX Goldman Sachs Technology Opps Inst

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Fund GITIX Goldman Sachs Technology Opps Inst FTEC Fidelity® MSCI Information Tech ETF IGM iShares North American Tech  
Similarity
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100% 91% 93%
Annual Fees
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$104.63
(0.99% Exp. Ratio)
$8.88
(0.08% Exp. Ratio)
$50.73
(0.48% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.68% annual return
$38,947.22 $51,186.55 $45,437.63
Est. savings over 30 yrs +$12,239.33 +$6,490.41
Return
As of 12/31/16
1 YR RETURN 6.58%
3 YR 8.37%
5 YR 14.73%
10 YR 9.90%
1 YR RETURN 13.79%
3 YR 12.19%
5 YR --
10 YR --
1 YR RETURN 13.03%
3 YR 12.38%
5 YR 16.87%
10 YR 9.93%
Description
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at time of purchase) ("Net Assets") in equity investments in technology companies. It seeks to achieve its investment objective by investing, under normal circumstances, in approximately 30-40 companies that are considered by the Investment Adviser to benefit from the proliferation of technology. The fund may invest up to 25% of its total assets measured at the time of purchase ("Total Assets") in foreign securities.
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Information Technology Index. The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Information Technology Index, which represents the performance of the information technology sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Information Technology Index. The fund is non-diversified.
The investment seeks to track the investment results of the S&P North American Technology Sector Index. The fund invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. The index includes companies in the following categories: producers of sophisticated computer-related devices; providers of communications equipment and internet services; producers of computer and internet software; consultants for information technology; providers of computer services; and semiconductors and semiconductor equipment manufacturers. 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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