2 / 5 Stars
2 2 5 2 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 49.28 percent over the past year, 23.06 percent over the past three years, 20.86 percent over the past five years, and 9.16 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||12.5%|
|3 Years (Annualized)||23.1%|
|5 Years (Annualized)||20.9%|
|10 Years (Annualized)||9.2%|
The investment seeks long-term capital growth by investing in a worldwide and diversified portfolio of health sciences companies. The fund normally invests at least 80% of its net assets in securities of companies principally engaged in the discovery, development, production or distribution of products related to scientific advances in health care, including biotechnology, pharmaceuticals, diagnostics, managed health care and medical equipment and supplies. It concentrates (that is, invests at least 25% of its assets) its investments in medical research and the health care industry. The fund may invest up to 5% of its total assets in royalty bonds.
Fees are Low compared to funds in the same category.
Eaton Vance Worldwide Health Sciences Fund has an expense ratio of 2.14 percent.
Risk is Average compared to funds in the same category according to Morningstar.