2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
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 29.99 percent over the past year, 18.31 percent over the past three years, 20.32 percent over the past five years, and 7.65 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||4.1%|
|3 Years (Annualized)||18.3%|
|5 Years (Annualized)||20.3%|
|10 Years (Annualized)||7.7%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings made for investment purposes) in wellness-related companies. It will invest primarily in common stocks and other equity securities. Although the fund may invest in companies of any market capitalization, the fund does not intend to invest more than 15% of its assets in companies with market capitalizations below $100 million. It is non-diversified.
Fees are High compared to funds in the same category.
AllianzGI Wellness Fund has an expense ratio of 2.21 percent.
Risk is Average compared to funds in the same category according to Morningstar.