2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#20 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 31.46 percent over the past year, 19.96 percent over the past three years, 21.65 percent over the past five years, and 8.83 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.1%|
|3 Years (Annualized)||20.0%|
|5 Years (Annualized)||21.7%|
|10 Years (Annualized)||8.8%|
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. It is non-diversified.
Fees are High compared to funds in the same category.
Live Oak Health Sciences Fund has an expense ratio of 1.15 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.