2 / 5 Stars
1 1 5 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#28 in Health
U.S. News evaluated 34 Health Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 31.16 percent over the past year, 18.78 percent over the past three years, 17.56 percent over the past five years, and 10.96 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||3.1%|
|3 Years (Annualized)||18.8%|
|5 Years (Annualized)||17.6%|
|10 Years (Annualized)||11.0%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any market capitalization that are engaged in the health sciences sector. It can also invest in derivative instruments.
Fees are High compared to funds in the same category.
Alger Health Sciences Portfolio has an expense ratio of 1.35 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.