3 / 5 Stars
3 4 5 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 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 41.21 percent over the past year, 24.32 percent over the past three years, 20.65 percent over the past five years, and 10.30 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||3.2%|
|3 Years (Annualized)||24.3%|
|5 Years (Annualized)||20.6%|
|10 Years (Annualized)||10.3%|
The investment seeks long-term growth of capital. The fund will invest at least 80% of total assets in common stock of companies in the health care sector. It invests primarily in securities of US companies, but may invest in foreign companies as well. The fund may invest in companies of any size. While it invests mainly in common stocks, the fund may also invest up to 20% of total assets in US Treasury and US agency debt obligations. It may use various types of derivatives.
Fees are High compared to funds in the same category.
DWS Health Care Fund has an expense ratio of 1.12 percent.
Risk is Average compared to funds in the same category according to Morningstar.