Investment Test Drive

RIFKX Victory RS Science and Technology R

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund RIFKX Victory RS Science and Technology R SKYY First Trust ISE Cloud Computing ETF QTEC First Trust NASDAQ-100-Tech Sector ETF  
Similarity
?
100% 86% 85%
Annual Fees
?
$204.00
(1.93% Exp. Ratio)
$63.42
(0.60% Exp. Ratio)
$63.42
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.70% annual return
$29,384.98 $44,018.13 $44,018.13
Est. savings over 30 yrs +$14,633.16 +$14,633.16
Return
As of 11/30/16
1 YR RETURN 11.97%
3 YR 10.67%
5 YR 13.63%
10 YR 9.22%
1 YR RETURN 12.48%
3 YR 11.36%
5 YR 14.18%
10 YR --
1 YR RETURN 20.86%
3 YR 17.17%
5 YR 17.35%
10 YR 10.41%
Description
The investment seeks to provide long-term capital growth. The fund invests, under normal circumstances, at least 80% of its net assets in science and/or technology companies. It invests principally in equity securities and may invest in companies of any size. The fund typically invests most of its assets in equity securities of U.S. companies but may also invest any portion of its assets in foreign securities. The adviser performs in-depth analysis in search of what the advisor believes are innovative companies that drive market share gains in technology, leading to sustainable earnings growth and long-term stock price appreciation.
The investment seeks investment results that correspond generally to the price and yield, before the fund's fees and expenses, of an equity index called the ISE Cloud Computing(TM) Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks or in depositary receipts representing securities in the index. The index is designed to provide a benchmark for investors interested in tracking companies actively involved in the cloud computing industry.
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NASDAQ-100 Technology Sector Index(SM). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is an equal-weighted index based on the securities of the NASDAQ-100 Index(R) that are classified as "technology" according to the Industry Classification Benchmark classification system.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!