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WSTRX Ivy Science & Technology R

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Fund WSTRX Ivy Science & Technology R VGT Vanguard Information Technology ETF PSCT PowerShares S&P SmallCap Info Tech ETF  
100% 86% 85%
Annual Fees
(1.57% Exp. Ratio)
(0.10% Exp. Ratio)
(0.29% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.70% annual return
$32,823.52 $51,206.51 $48,363.98
Est. savings over 30 yrs +$18,383.00 +$15,540.46
As of 9/30/16
1 YR RETURN 7.48%
3 YR 4.41%
5 YR 15.34%
10 YR 10.06%
1 YR RETURN 21.94%
3 YR 16.03%
5 YR 17.77%
10 YR 10.30%
1 YR RETURN 31.34%
3 YR 16.11%
5 YR 22.55%
10 YR --
The investment seeks to provide growth of capital. The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80% of its net assets in securities of science or technology companies. The fund also may invest in companies that utilize science and/or technology as an agent of change to significantly enhance their business opportunities. It may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets.
The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Information Technology 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the information technology sector, as classified under the Global Industry Classification Standard (GICS). The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. It is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P SmallCap 600® Capped Information Technology Index. The fund generally will invest at least 90% of its total assets in common stocks of small capitalization U.S. information technology companies that comprise the underlying index. These companies are principally engaged in the business of providing information technology-related products and services, including computer hardware and software, Internet, electronics and semiconductors, and communication technologies.

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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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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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