FSMEX

Active

Select Medical Technology and Devices Portfolio

Category: US Equity (9,528 funds)

Expense Ratio
0.63%
Annual Cost per $10K
$63.00
30-Year Fee Drag per $10K
$12,359
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
-0.80%

Asset Allocation

US Equity
95%
Intl Equity
2%
Cash
3%

Fee Comparison

FSMEX
0.63%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

41% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+14.29%3Y
Compare to

Fee Impact Calculator

$
%
FSMEX at 0.63%$318,819
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$61,793
Cost vs index fund−$58,605

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
FSMEXSelect Medical Technology and Devices Portfolio0.63%
JLGMXJPMorgan Large Cap Growth Fund0.94%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
VPMAXVANGUARD PRIMECAP FUND0.31%
IWFiShares Russell 1000 Growth ETF0.18%
QCGRFXCollege Retirement Equities Fund - Growth Account
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
FGCKXFidelity Growth Company Fund0.45%
VWNAXVANGUARD WINDSOR II FUND0.23%
VEIRXVANGUARD EQUITY INCOME FUND0.18%
VDIGXVANGUARD DIVIDEND GROWTH FUND0.22%
VWUAXVANGUARD U.S. GROWTH FUND0.35%
COWZPacer US Cash Cows 100 ETF0.49%
WFSPXiShares S&P 500 Index Fund0.22%
TIQRXNuveen Equity Index Fund0.30%
VHCAXVANGUARD CAPITAL OPPORTUNITY FUND0.36%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
HNACXHarbor Capital Appreciation Fund0.59%
DFQTXU.S. CORE EQUITY 2 PORTFOLIO$1M min0.18%
PRBLXParnassus Core Equity Fund0.82%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
AULDXUltra Fund0.54%
PFFiShares Preferred and Income Securities ETF0.45%
JHQAXJPMorgan Hedged Equity Fund0.82%
OAZMXOakmark Fund0.63%
VWNEXVANGUARD WINDSOR FUND0.26%
FGKFXFidelity Growth Company K6 Fund0.45%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
VEXRXVANGUARD EXPLORER FUND0.33%
SDYSPDR(R) S&P(R) Dividend ETF0.35%
JGACXJPMorgan Growth Advantage Fund0.99%
TRHDXT. Rowe Price Retirement 2040 Fund0.43%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
AGRDXGrowth Fund0.54%
OEICXJPMorgan Equity Index Fund0.45%
DCZRXMacquarie Small Cap Core Fund0.68%
DVYiShares Select Dividend ETF0.38%
TRRHXT. Rowe Price Retirement 2025 Fund0.54%
GTENXGateway Fund0.65%
MOATVanEck Morningstar Wide Moat ETF0.47%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
EGFIXEdgewood Growth Fund$1M min1.00%
IWViShares Russell 3000 ETF0.20%
PLCGXLargeCap Growth Fund I0.94%
QVI2QVIP Index 500 Portfolio0.34%
TRDBXT. Rowe Price Retirement 2020 Fund0.37%
TRIKXT. Rowe Price Retirement 2045 Fund0.44%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
OAZLXOakmark Select Fund0.73%
PLSAXLargeCap S&P 500 Index Fund0.39%
TRJLXT. Rowe Price Retirement 2050 Fund0.45%
FNDXSchwab Fundamental U.S. Large Company ETF0.25%
VGIAXVANGUARD GROWTH AND INCOME FUND0.26%
IWSiShares Russell Mid-Cap Value ETF0.23%
PCUZXT. Rowe Price U.S. Equity Research Fund0.33%
FSCSXSelect Software and IT Services Portfolio0.62%
CREFXCohen & Steers Real Estate Securities Fund0.75%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
JAGMX500 Index Trust0.25%
FSRPXSelect Retailing Portfolio0.64%
FLMVXJPMorgan Mid Cap Value Fund1.09%
PRFInvesco RAFI US 1000 ETF0.34%
VASVXVANGUARD SELECTED VALUE FUND0.42%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
DVZRXMacquarie Small Cap Value Fund0.70%
LMESXClearBridge Appreciation Fund0.56%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
HAITXHARTFORD CORE EQUITY FUND0.36%
PGORXPutnam Large Cap Growth Fund0.93%
JGAQXJPMorgan Value Advantage Fund0.99%
RWLInvesco S&P 500 Revenue ETF0.39%
SPIAXInvesco S&P 500 Index Fund0.54%
FNDASchwab Fundamental U.S. Small Company ETF0.25%
IGViShares Expanded Tech-Software Sector ETF0.39%
PTLCPacer Trendpilot US Large Cap ETF0.60%
ITAiShares U.S. Aerospace & Defense ETF0.38%
UANQXVictory Nasdaq-100 Index Fund0.43%
IGRFXMacquarie Mid Cap Growth Fund0.68%
DHLAXDIAMOND HILL LARGE CAP FUND0.96%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
IGMiShares Expanded Tech Sector ETF0.39%
FTCSFirst Trust Capital Strength ETF0.52%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
ACILXHeritage Fund0.65%
SUWAXDWS Core Equity Fund0.83%
ILGRXMacquarie Large Cap Growth Fund0.89%
MXVIXEmpower S&P 500 Index Fund0.49%
FUFRXFranklin Utilities Fund0.50%
GEQZXEQUITY INDEX FUND0.39%
CSXAXCalvert U.S. Large Cap Core Responsible Index Fund0.49%
SFLNXSchwab Fundamental U.S. Large Company Index Fund0.25%
HAGIXCarillon Eagle Mid Cap Growth Fund$1M min0.72%
CEYRXCalvert Equity Fund0.58%
PRUQXPGIM Jennison Utility Fund0.49%
STFAXState Street Equity 500 Index Fund0.17%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
VADAXInvesco Equally-Weighted S&P 500 Fund0.53%
TILGXNuveen Large Cap Growth Fund0.41%

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