3 / 5 Stars
3 3 5 1 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 33 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 37.13 percent over the past year, 21.96 percent over the past three years, 22.27 percent over the past five years, and 10.88 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||11.7%|
|3 Years (Annualized)||22.0%|
|5 Years (Annualized)||22.3%|
|10 Years (Annualized)||10.9%|
The investment seeks long-term capital appreciation. The fund invests normally at least 80% of assets in the equity securities of health care-related companies worldwide. It may invest in health-related companies, including companies in the pharmaceuticals, biotechnology, medical delivery, medical products, medical services, managed health care, health information services and emerging health-related subsectors. The fund will invest in securities of issuers located in a number of different countries throughout the world, one of which may be the United States. It may invest in securities of companies of any market capitalization.
Fees are Low compared to funds in the same category.
The Hartford Healthcare Fund has an expense ratio of 1.65 percent.
Risk is Average compared to funds in the same category according to Morningstar.