1 / 5 Stars
1 1 5 1 1
Zacks Investment Research
1 (Strong Buy)
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 43.47 percent over the past year, 20.75 percent over the past three years, 20.42 percent over the past five years, and 8.47 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||8.6%|
|3 Years (Annualized)||20.8%|
|5 Years (Annualized)||20.4%|
|10 Years (Annualized)||8.5%|
The investment seeks capital appreciation. The fund invests mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the manager believes have favorable investment potential. Potential investments include companies that manufacture health care supplies or provide health care-related services, and companies in the research, development, production and marketing of pharmaceuticals and biotechnology products. It may also use derivatives, and may engage in short sales of securities. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Putnam Global Health Care Fund has an expense ratio of 1.71 percent.
Risk is Average compared to funds in the same category according to Morningstar.