5 / 5 Stars
5 5 5 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#1 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 39.39 percent over the past year, 27.85 percent over the past three years, 30.11 percent over the past five years, and 15.03 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||6.0%|
|3 Years (Annualized)||27.9%|
|5 Years (Annualized)||30.1%|
|10 Years (Annualized)||15.0%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in the 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 (collectively termed "health sciences"). While it can invest in companies of any size, the majority of fund assets are expected to be invested in large- and mid-capitalization companies. The fund may invest in foreign stocks and options in keeping with the fund's objectives.
Fees are Low compared to funds in the same category.
T. Rowe Price Health Sciences Fund has an expense ratio of 0.79 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 1 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-04-10
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year, 1 for five years, and 1 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-04-10
The fund's Value Line Risk Rank, a measure of volatility, is 3 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2014-04-10