3 / 5 Stars
2 3 5 3 2
Zacks Investment Research
Standard & Poor's
3 / 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 37.93 percent over the past year, 21.76 percent over the past three years, 19.75 percent over the past five years, and 12.38 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||3.4%|
|3 Years (Annualized)||21.8%|
|5 Years (Annualized)||19.7%|
|10 Years (Annualized)||12.4%|
The investment seeks to provide long-term growth of capital. The fund invests at least 80% of total assets in equity securities, primarily common stock, of companies in health science and related industries. The health sciences sector can include companies in health care equipment and supplies, health care providers and services, biotechnology, and pharmaceuticals. It concentrates its investments (i.e., invest more than 25% of its assets) in health sciences or related industries, and may invest in companies located in non-U.S. countries. The fund is non-diversified.
Fees are High compared to funds in the same category.
BlackRock Health Sciences Opportunities Portfolio has an expense ratio of 1.95 percent.
Risk is Low compared to funds in the same category according to Morningstar.