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4 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
A
(Buy)
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U.S. News evaluated 38 Health Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 39.10 percent over the past year, 27.69 percent over the past three years, 15.12 percent over the past five years, and 13.62 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 22.1% |
| 1 Year | 39.1% |
| 3 Years (Annualized) | 27.7% |
| 5 Years (Annualized) | 15.1% |
| 10 Years (Annualized) | 13.6% |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of companies engaged, at the time of investment, in the research, development, production, or distribution of products or services related to health care, medicine, or the life sciences (collectively termed "health sciences"). While it may invest in companies of any size, the majority of its assets are expected to be invested in large- and mid-capitalization companies. The fund may invest up to 35% of its total assets in foreign securities (including emerging market securities).
Fees
Fees are Below Average compared to funds in the same category.
John Hancock Variable Insurance Trust Health Sciences Trust has an expense ratio of 1.12 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
