2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 38 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 25.86 percent over the past year, 15.87 percent over the past three years, 9.77 percent over the past five years, and 6.98 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||14.8%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||9.8%|
|10 Years (Annualized)||7.0%|
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. The fund may invest in U.S. and non-U.S. companies, and currently expects the majority of its non-U.S. investments will normally be in Asia and Western Europe. It is non-diversified.
Fees are Above Average 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.