2 / 5 Stars
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
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 33.99 percent over the past year, 21.56 percent over the past three years, 20.22 percent over the past five years, and 10.08 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||11.3%|
|3 Years (Annualized)||21.6%|
|5 Years (Annualized)||20.2%|
|10 Years (Annualized)||10.1%|
The investment seeks long-term capital growth. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in the equity securities, primarily common stocks, of companies in health sciences and related industries. It will concentrate its investments (i.e., invest more than 25% of its assets) in health sciences or related industries, and may invest in companies located in non-U.S. countries. The Portfolio may invest in convertible securities, initial public offerings, and depositary receipts and may invest up to 15% of its net assets in illiquid/restricted securities.
Fees are Low compared to funds in the same category.
VY BlackRock Health Sciences Opportunities Portfolio has an expense ratio of 0.64 percent.
Risk is Average compared to funds in the same category according to Morningstar.