3 Best Inexpensive Technology Mutual Funds For 2018

Current Sector Allocation: As of the last filing, the company has 77.59% of the portfolio in the technology sector, with small weightings in Finance (8%), and Other (6.3%).

Cost Specifics: There is no minimal investment requirement, it has a 0.62% management fee, with a total expense ratio of 1.04%.  

Performance and Management:The YTD return is +39.23%, 1 year +37.06%, 3 year +21.65%, and 5 year +18.9%.The fund is managed by Di Yao, Portfolio Manager, who holds a M.B.A. from Columbia University.

Top 5 Holdings: As of the most recent filing, the top positions are held in Alphabet, Apple, Facebook, Microsoft, and Applied Materials.

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