Investment Test Drive

GITIX Goldman Sachs Technology Opps Inst

6 lower fee alternatives found

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Fund GITIX Goldman Sachs Technology Opps Inst FTEC Fidelity® MSCI Information Tech ETF SMH VanEck Vectors Semiconductor ETF  
Similarity
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100% 91% 87%
Annual Fees
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$113.10
(1.07% Exp. Ratio)
$8.88
(0.08% Exp. Ratio)
$36.99
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.70% annual return
$38,183.91 $51,415.17 $47,463.43
Est. savings over 30 yrs +$13,231.26 +$9,279.53
Return
As of 11/30/16
1 YR RETURN 4.79%
3 YR 10.06%
5 YR 14.82%
10 YR 9.85%
1 YR RETURN 9.29%
3 YR 13.34%
5 YR --
10 YR --
1 YR RETURN 30.17%
3 YR 21.83%
5 YR --
10 YR --
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 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.

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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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