Live Oak Health Sciences Fund

Class No Load (LOGSX)
Scorecard
2 / 5 Stars
Lipper
2 1 5 4 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
A+ (Buy)

#15 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.

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Performance

The fund has returned 35.93 percent over the past year, 20.34 percent over the past three years, 24.61 percent over the past five years, and 9.05 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 5.1%
1 Year 35.9%
3 Years (Annualized) 20.3%
5 Years (Annualized) 24.6%
10 Years (Annualized) 9.0%

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Summary

The investment seeks long-term capital growth. The fund invests primarily in common stocks of companies engaged in the research, development, production, or distribution of products or services related to health care, medicine, or the life sciences. It will invest at least 80% of its net assets, under normal circumstances, in equity securities of health sciences companies. The fund invests primarily in U.S. common stocks, but may, to a lesser extent, invest in foreign common stocks and American Depositary Receipts ("ADRs") that meet the investment criteria of the fund.

Fees

Fees are Low compared to funds in the same category.
Live Oak Health Sciences Fund has an expense ratio of 1.15 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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