greenieS
Verified member
1. Portfolio of selected medical equipment and systems for fidelity (FSMEX)
Issuer: LoyaltyNet total assets: $ 6.36 billion Expenditure ratio: 0.73% YTD 2019 performance: 19, 06%
This fund invests in companies involved in research and development (research and development), production and sale of medical devices and equipment, mainly in the US (approximately 95 percent of the fund's portfolio is internal). Fund Manager Eddie Yoon sees market opportunities in the smart device market and other innovative processes that could generate future profits.
The fund far exceeded both the US MSCI Health Equipment and Supplies Index and the S&P 500, with a total one-year profit of 14.5%. The annual returns for three years and five years are 19, 29% and 16, 55%, respectively. A minimum investment of $ 2,500 is required.
10%
Percentage increase for the S&P 500 healthcare sector in 2019; the index consists of 61 shares, Johnson & Johnson, UnitedHealth Group and Merck & Co. the three largest components of the market ceiling.
2. Vanguard Health Care Fund (VGHCX)
Issuer: VanguardTotal Assets Total: $ 45.08 billion Expenditure Ratio: 0.37% 2019 YTD Performance: 12, 35%
This massive Vanguard fund is also available as Admiral class shares (minimum investment $ 100,000 compared to $ 3,000 for Investor class shares). An actively managed fund, VGHCX offers extensive low-cost exposure to the global healthcare industry, including pharmaceuticals, medical equipment and supplies, and research and development. There are currently 83 shares in the fund's portfolio, which is largely weighted against pharmaceuticals (45%).
This is a mature mutual fund - since its inception in 1984, the fund has achieved an average annual return of almost 17%. The total yield of 1 year, 3 years and 5 years is 8, 18%, 11, 45% and 7, 45%, respectively.
3. Rowe Price Health Sciences Fund (PRHSX)
Issuer: T. Rowe Total Asset Price: $ 12.58 billion Expenditure Ratio: 0.77 percent2019 YTD Performance: 11.6%
This is a long-term growth fund that invests primarily in medium and large ceilings involved in research and development, production and distribution of healthcare-related products and services. The fund has 170 shares in its portfolio, being the largest sectors biotechnology (35, 6%), medical services (24%) and pharmaceuticals (16, 6%). The fund has a rather low turnover rate of 31, 6%.
Since its inception in 1995, the fund has achieved 14, 64% annual returns. A minimum investment of $ 2,500 is required. The total yield of 1 year, 3 years and 5 years is 8, 18%, 11, 45% and 7, 45%, respectively.
4. BlackRock Health Sciences Opportunity Portfolio; Investor A (SHSAX)
Issuer: BlackRockTotal Assets Total: $ 7.23 billion Expenditure Ratio: 1, 15% YTD Performance 2019: 15, 05%
The benchmark index for this fund is the Russell 3000 Healthcare Index - it currently has 105 shares in its portfolio. Top investments include UnitedHealth Group Incorporated (UNH), Medtronic PLC (MDT) and Stryker Corporation (SYK). The portfolio differs from its reference value in that the holdings are equitably balanced between medical and pharmaceutical equipment and products.
The fund has consistently but narrowly exceeded its benchmark in each of the last 10 years. Since its inception in 1999, the fund has achieved an average annual return of 15, 30%. A minimum initial investment of $ 1,000 is required. The total yield of 1 year, 3 years and 5 years is 11, 46%, 16, 56% and 10, 72%, respectively.
Issuer: LoyaltyNet total assets: $ 6.36 billion Expenditure ratio: 0.73% YTD 2019 performance: 19, 06%
This fund invests in companies involved in research and development (research and development), production and sale of medical devices and equipment, mainly in the US (approximately 95 percent of the fund's portfolio is internal). Fund Manager Eddie Yoon sees market opportunities in the smart device market and other innovative processes that could generate future profits.
The fund far exceeded both the US MSCI Health Equipment and Supplies Index and the S&P 500, with a total one-year profit of 14.5%. The annual returns for three years and five years are 19, 29% and 16, 55%, respectively. A minimum investment of $ 2,500 is required.
10%
Percentage increase for the S&P 500 healthcare sector in 2019; the index consists of 61 shares, Johnson & Johnson, UnitedHealth Group and Merck & Co. the three largest components of the market ceiling.
2. Vanguard Health Care Fund (VGHCX)
Issuer: VanguardTotal Assets Total: $ 45.08 billion Expenditure Ratio: 0.37% 2019 YTD Performance: 12, 35%
This massive Vanguard fund is also available as Admiral class shares (minimum investment $ 100,000 compared to $ 3,000 for Investor class shares). An actively managed fund, VGHCX offers extensive low-cost exposure to the global healthcare industry, including pharmaceuticals, medical equipment and supplies, and research and development. There are currently 83 shares in the fund's portfolio, which is largely weighted against pharmaceuticals (45%).
This is a mature mutual fund - since its inception in 1984, the fund has achieved an average annual return of almost 17%. The total yield of 1 year, 3 years and 5 years is 8, 18%, 11, 45% and 7, 45%, respectively.
3. Rowe Price Health Sciences Fund (PRHSX)
Issuer: T. Rowe Total Asset Price: $ 12.58 billion Expenditure Ratio: 0.77 percent2019 YTD Performance: 11.6%
This is a long-term growth fund that invests primarily in medium and large ceilings involved in research and development, production and distribution of healthcare-related products and services. The fund has 170 shares in its portfolio, being the largest sectors biotechnology (35, 6%), medical services (24%) and pharmaceuticals (16, 6%). The fund has a rather low turnover rate of 31, 6%.
Since its inception in 1995, the fund has achieved 14, 64% annual returns. A minimum investment of $ 2,500 is required. The total yield of 1 year, 3 years and 5 years is 8, 18%, 11, 45% and 7, 45%, respectively.
4. BlackRock Health Sciences Opportunity Portfolio; Investor A (SHSAX)
Issuer: BlackRockTotal Assets Total: $ 7.23 billion Expenditure Ratio: 1, 15% YTD Performance 2019: 15, 05%
The benchmark index for this fund is the Russell 3000 Healthcare Index - it currently has 105 shares in its portfolio. Top investments include UnitedHealth Group Incorporated (UNH), Medtronic PLC (MDT) and Stryker Corporation (SYK). The portfolio differs from its reference value in that the holdings are equitably balanced between medical and pharmaceutical equipment and products.
The fund has consistently but narrowly exceeded its benchmark in each of the last 10 years. Since its inception in 1999, the fund has achieved an average annual return of 15, 30%. A minimum initial investment of $ 1,000 is required. The total yield of 1 year, 3 years and 5 years is 11, 46%, 16, 56% and 10, 72%, respectively.
