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FIUIX Fidelity® Telecom and Utilities

1 lower fee alternative found

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Fund FIUIX Fidelity® Telecom and Utilities PUI PowerShares DWA Utilities Momentum ETF  
100% 85%
Annual Fees
(0.76% Exp. Ratio)
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$42,328.79 $44,424.73
Est. savings over 30 yrs +$2,095.93
As of 9/30/16
1 YR RETURN 19.59%
3 YR 9.67%
5 YR 12.22%
10 YR 6.61%
1 YR RETURN 22.17%
3 YR 13.02%
5 YR 13.95%
10 YR 6.91%
The investment seeks high total return through a combination of current income and capital appreciation. The fund invests primarily in common stocks. It invests at least 80% of assets in securities of telecommunications services companies and utility companies. 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.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dorsey Wright® Utilities Technical Leaders Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks of companies that comprise the underlying index. The underlying index is composed of at least 30 common stocks of companies in the utilities sector that have powerful relative strength or "momentum" characteristics.

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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.


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.


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