Let's dive in and take a look at what are their top holdings:
The recent bad news from Apple may have an impact on BFG world technology fund since apple is their 3rd largest holding
Using moomoo's useful VS compare function that can be found under wealth/fund center page to pitch both funds performance against each other we get this useful chart summary:
It would seems BGF have been out performing Franklin for the past 6 months will this trend continues?
Bonus chart comparing all 5 funds:
Disclaimer: All the above are not financial advises please DYOR/DD
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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Brianjh
:
I think both fund is pretty fund the same. with same expense ratio (management fee, sales charges). Focus on tech sector. but their % focus on different sub-sector is different. BGF more on software & services. Franklin more on semiconductors. BGF had higher beta than Franklin so it's more volatile but return slightly higher returns than Franklin. so it depends. I usually don't invest in funds
小trader
:
This sure is a tough choice! I think it’s interesting that you pointed out Apple. Since BGF has a higher position in it, do you think Apple’s potential recovery can help the fund more?
mr_cashcow OP : @Brianjh @Cui Nyonya Kueh @小trader @SSS AhHuatKopi What are your thoughts?![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
Brianjh : I think both fund is pretty fund the same. with same expense ratio (management fee, sales charges). Focus on tech sector. but their % focus on different sub-sector is different. BGF more on software & services. Franklin more on semiconductors. BGF had higher beta than Franklin so it's more volatile but return slightly higher returns than Franklin. so it depends. I usually don't invest in funds![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
mr_cashcow OP Brianjh : Thank you for your insights![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
Cui Nyonya Kueh mr_cashcow OP : I'm not sure. I never buy tech funds.![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
小trader : This sure is a tough choice! I think it’s interesting that you pointed out Apple. Since BGF has a higher position in it, do you think Apple’s potential recovery can help the fund more?
mr_cashcow OP 小trader : Yes but I doubt apple can turn it around before end of the month but then again a lot can happen within a few weeks![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
beaver Queen Brianjh : is it better to buy etf than fund? fund has management n sales charge right?
affectionate Orangut : $BGF World Technology Fund (LU0056508442.MF)$