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ORTHX Oak Ridge Technology Insights I

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Fund ORTHX Oak Ridge Technology Insights I FTEC Fidelity® MSCI Information Tech ETF XLK Technology Select Sector SPDR® ETF  
100% 93% 93%
Annual Fees
(1.10% Exp. Ratio)
(0.08% Exp. Ratio)
(0.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.70% annual return
$37,865.99 $51,453.12 $50,594.98
Est. savings over 30 yrs +$13,587.13 +$12,728.99
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 22.01%
3 YR --
5 YR --
10 YR --
1 YR RETURN 23.13%
3 YR 16.39%
5 YR 17.28%
10 YR 9.78%
The investment seeks long-term growth of capital. The fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of companies expected to benefit from the development and use of technology ("technology companies"). The advisor considers technology companies to be those whose products, processes or services are being, or are expected to be, significantly benefited by the use or commercial application of technological developments or discoveries. It may invest up to 20% of its net assets in equity securities of non-U.S. issuers. The fund is non-diversified.
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 investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Technology Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy, which means that the fund typically invests in substantially all of the securities represented in the index in approximately the same proportions as the index. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. 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.


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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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