COVID-19 Alert: Blue Water Capital Management, LLC is primarily working from home offices and using remote meetings, but can meet in-person as well.
If you have concerns about the markets, or would like to have us look over your investments, please feel free to contact us.

Specializing in retirement planning and personalized investment management.

Technology: Software

Software is a set of instructions, data or programs used to operate technology and execute specific tasks or functions. Software is a wide-ranging and rapidly changing field.

The following funds focus on technology software. They can be used to increase your portfolio’s exposure to overall software companies.

Note: These are not recommendations, just investment ideas for further research.

Fund Ticker Expense Holdings Inception
Invesco Dynamic Software PSJ 0.56% 33 6/23/05
  Based on the Intellidex Index (comprised of common stocks of 30 US software companies) which is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value.
iShares Expanded Tech-Software Sector IGV 0.46% 107 7/10/01
  Targeted exposure to software companies in the technology and communication services sectors.
SPDR S&P Software & Services XSW 0.35% 168 9/28/11
  Tracks an equal-weighted index of software & services companies.