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STPIX Saratoga Technology & Comm I

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Fund STPIX Saratoga Technology & Comm I RYT Guggenheim S&P 500® Eq Wt Technology ETF FSCSX Fidelity® Select Software & IT Svcs Port  
Similarity
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100% 92% 91%
Annual Fees
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$190.25
(1.80% Exp. Ratio)
$42.28
(0.40% Exp. Ratio)
$81.38
(0.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.69% annual return
$30,524.26 $46,674.60 $41,743.63
Est. savings over 30 yrs +$16,150.34 +$11,219.37
Return
As of 10/31/16
1 YR RETURN 10.75%
3 YR 12.09%
5 YR 13.98%
10 YR 12.69%
1 YR RETURN 14.09%
3 YR 15.25%
5 YR 16.17%
10 YR --
1 YR RETURN 13.42%
3 YR 14.57%
5 YR 18.47%
10 YR 13.21%
Description
The investment seeks long-term growth of capital. The fund will normally invest at least 80% of its total assets in equity securities issued by technology and communications companies, both domestic and foreign, regardless of their stock market value (or "market capitalization"). Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. The Portfolio may invest up to 25% of its total assets in foreign companies.
The investment seeks to replicate as closely as possible, before fees and expenses, the performance of the S&P 500® Equal Weight Index Information Technology Total Return. The underlying index is an unmanaged equal weighted version of the S&P 500® Information Technology Index that consists of the common stocks of the following industries: internet equipment, computers and peripherals, electronic equipment, office electronics and instruments, semiconductor equipment and products, diversified telecommunication services, and wireless telecommunication services that comprise the Information Technology sector of the S&P 500® Index. The fund is non-diversified.
The investment seeks capital appreciation. The fund invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in research, design, production, or distribution of products or processes that relate to software or information-based services. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. 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".

Yes, funds and ETFs charge fees

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