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RIFYX Victory RS Science and Technology Y

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Fund RIFYX Victory RS Science and Technology Y QTEC First Trust NASDAQ-100-Tech Sector ETF ROGSX Red Oak Technology Select  
Similarity
?
100% 87% 86%
Annual Fees
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$130.00
(1.23% Exp. Ratio)
$63.41
(0.60% Exp. Ratio)
$117.31
(1.11% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.69% annual return
$36,278.16 $43,902.09 $37,624.00
Est. savings over 30 yrs +$7,623.93 +$1,345.84
Return
As of 12/31/16
1 YR RETURN 14.07%
3 YR 8.53%
5 YR 15.20%
10 YR 10.02%
1 YR RETURN 25.29%
3 YR 15.54%
5 YR 18.14%
10 YR 10.86%
1 YR RETURN 24.62%
3 YR 12.92%
5 YR 18.36%
10 YR 11.49%
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 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.
The investment seeks long-term capital growth. The fund will invest at least 80% of its net assets, under normal circumstances, in equity securities of companies operating in the technology sector, as determined by the Adviser. It invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in common stocks of foreign companies and American Depositary Receipts ("ADRs") that meet the investment criteria of the fund.

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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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