2 / 5 Stars
3 3 5 3 3
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 41.97 percent over the past year, 23.15 percent over the past three years, 23.48 percent over the past five years, and 9.46 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||8.7%|
|3 Years (Annualized)||23.2%|
|5 Years (Annualized)||23.5%|
|10 Years (Annualized)||9.5%|
The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of issuers engaged primarily in health care-related industries, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities, securities convertible into equity securities, and depositary receipts. The fund may invest in the securities of issuers of all capitalization sizes; however, the fund may invest a significant amount of its net assets in the securities of small- and mid-capitalization issuers.
Fees are Low compared to funds in the same category.
Invesco Global Health Care Fund has an expense ratio of 1.10 percent.
Risk is Average compared to funds in the same category according to Morningstar.