Top 5 Zacks #1 Ranked Healthcare Mutual Funds - Best of Funds
August 28 2012 - 11:43AM
Zacks
When markets are passing through choppy waters, investors often
rely on the healthcare sector to safeguard their investments. This
is because the demand for healthcare services does not vary with
market conditions, making them a safe haven during difficult times.
Many pharma companies also generate regular dividends, which go a
long way in softening the blow dealt by plummeting share prices.
Mutual funds are the perfect choice for investors looking to enter
this sector since they possess the advantages of wide
diversification and analytical insight.
Below we will share with you 5 top rated health mutual funds.
Each has earned a Zacks #1 Rank (Strong Buy) as we expect these
mutual funds to outperform their peers in the future. To view the
Zacks Rank and past performance of all health funds, investors can
click here to see the complete list of funds.
Schwab Health Care (SWHFX) invests heavily in the
healthcare sector. The fund primarily purchases equity securities
but may also invest in future contracts. It focuses on investing in
domestic firms, but may invest up to 25% of its assets in other
countries. The healthcare mutual fund has a three year annualized
return of 15.54%.
Paul Alan Davis is the fund manager and has managed this
healthcare mutual fund since 2006.
Delaware Healthcare A (DLHAX) seeks capital growth. The
fund invests the majority of its assets in the healthcare sector.
It purchases equity of both domestic and foreign companies
regardless of their size. It may also invest in emerging market
stocks. The health mutual fund has a three year annualized return
of 16.55%.
As of June 2012, this health mutual fund held 41 issues, with
8.78% of its total assets invested in WellPoint Inc.
Putnam Global Health Care A (PHSTX) invests primarily in
companies from the health care sector. Common stocks of large and
midcap firms across the world constitute the majority of his
investments. The fund may purchase both growth and value stocks.
The healthcare mutual fund has a three year annualized return of
8.34%.
The healthcare mutual fund has a minimum initial investment of
$500 and an expense ratio of 1.26% compared to a category average
of 1.49%.
Vanguard Health Care Index (VHCIX) seeks to match the
performance of the MSCI U.S. Investable Market Health Care 25/50
index and invests primarily in healthcare stocks. This index
consists of stocks of companies of all sizes from this sector. The
healthcare mutual fund has a three year annualized return of
14.36%.
Ryan E. Ludt is the fund manager and has managed this healthcare
mutual fund since 2004.
Prudential Jennison Health Sciences A (PHLAX) invests a
large share of its assets in firms from the health sciences domain.
Equity and related securities of pharma companies, biotech firms,
service providers and medical device manufacturers constitute its
major investments. The healthcare mutual fund has a three year
annualized return of 21.47%.
The healthcare mutual fund has a minimum initial investment of
$2,500 and an expense ratio of 1.25% compared to a category average
of 1.49%.
To view the Zacks Rank and past performance of all health mutual
funds, investors can click here to see the complete list of
funds.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find
funds that not only outpaced the market in the past but are also
expected to outperform going forward. Learn more about the Zacks
Mutual Fund Rank at http://www.zacks.com/funds.
View All Zacks #1 Ranked Mutual Funds
(DLHAX): ETF Research Reports
(PHLAX): ETF Research Reports
(PHSTX): ETF Research Reports
(SWHFX): ETF Research Reports
(VHCIX): ETF Research Reports
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