3 / 5 Stars
4 5 4 4 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#9 in Health
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 72.52 percent over the past year, 38.25 percent over the past three years, 27.69 percent over the past five years, and 13.72 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||11.2%|
|3 Years (Annualized)||38.2%|
|5 Years (Annualized)||27.7%|
|10 Years (Annualized)||13.7%|
The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in securities of biotechnology companies and discovery research firms. It predominantly invests in equity securities, primarily common stock. In addition to its investments in biotechnology companies, the fund may also invest up to 20% of its net assets in equity or debt securities of any type of foreign or U.S. issuer. It is non-diversified.
Fees are High compared to funds in the same category.
Franklin Biotechnology Discovery Fund has an expense ratio of 1.20 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.