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To find out detailed information on Health & Biotech Equity Funds in the U.S. that are appropriately tagged by our analysts, click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, number of holdings, breakdown of weights by each sector and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”.
Last Updated 12/07/19
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This is a list of Healthcare & Biotech Equity Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Healthcare & Biotech Equity Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Healthcare & Biotech Equity Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Healthcare & Biotech Equity Funds.
This page includes relevant dividend information on Healthcare & Biotech Equity Funds.
The table below illustrates valuable information regarding the primary fund manager for Healthcare & Biotech Equity Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Healthcare & Biotech Equity Funds.
This list includes asset allocation proportions of the underlying holdings for Healthcare & Biotech Equity Funds.
|Fund Name||Share Class & Symbol||Fund Company Name||Primary Category||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Category||Exp Ratio||Primary Manager Tenure (yrs)|
|Vanguard Total Stock Market Index Fund||Inv (VTSMX)||Vanguard||Uncategorized||$874,536.56||18.75%||15.83%||0.14%||24.93|
|Vanguard 500 Index Fund||Inv (VFINX)||Vanguard||Uncategorized||$520,283.88||19.37%||10.55%||0.14%||3.59|
|Vanguard Total Intl Stock Idx Fund||Inv (VGTSX)||Vanguard||Uncategorized||$398,691.49||11.84%||54.09%||0.17%||11.33|
|Vanguard Total Bond Market Index Fund||Inv (VBMFX)||Vanguard||Uncategorized||$247,261.45||6.85%||23.81%||0.15%||6.77|
|Vanguard Institutional Index Fund||Inst (VINIX)||Vanguard||Uncategorized||$237,769.87||18.64%||16.87%||0.04%||18.93|
|Fidelity® 500 Index Fund||Other (FXAIX)||Fidelity Investments||Uncategorized||$223,868.37||16.11%||16.35%||0.02%||10.84|
|American Funds The Growth Fund of America®||A (AGTHX)||American Funds||Uncategorized||$198,652.16||6.43%||77.76%||0.63%||26.1|
|Vanguard Total Bond Market II Index Fund||Inv (VTBIX)||Vanguard||Uncategorized||$192,432.66||10.85%||24.63%||0.09%||9.84|
|American Funds EuroPacific Growth Fund®||A (AEPGX)||American Funds||Uncategorized||$166,110.22||15.49%||54.29%||0.83%||18.51|
|JPMorgan U.S. Government Money Market Fund||Inst (OGVXX)||JPMorgan||Uncategorized||$160,189.26||0.00%||49.66%||0.21%||10.31|
|American Funds American Balanced Fund®||A (ABALX)||American Funds||Uncategorized||$157,316.39||7.45%||48.45%||0.57%||20.93|
|Fidelity® Government Cash Reserves||Other (FDRXX)||Fidelity Investments||Uncategorized||$155,660.56||0.00%||52.38%||0.38%||12.76|
|Fidelity® Government Money Market Fund||Other (FGMXX)||Fidelity Investments||Uncategorized||$145,842.54||0.00%||46.56%||0.42%||12.35|
|Vanguard Federal Money Market Fund||Inv (VMFXX)||Vanguard||Uncategorized||$144,105.22||0.00%||1.94%||0.11%||11.85|
|Vanguard Total International Bond Index Fund||Inv (VTIBX)||Vanguard||Uncategorized||$143,042.59||9.60%||65.00%||0.13%||6.5|
|Fidelity® Investments Money Market Funds Government Portfolio||A (FIGXX)||Fidelity Investments||Uncategorized||$140,286.36||0.00%||72.36%||0.21%||16.35|
|PIMCO Income Fund||Inst (PIMIX)||PIMCO||Uncategorized||$132,204.11||7.50%||88.17%||1.05%||12.68|
|American Funds Washington Mutual Investors Fund||A (AWSHX)||American Funds||Uncategorized||$126,283.19||10.76%||51.99%||0.57%||22.43|
|Vanguard Prime Money Market Fund||Inv (VMMXX)||Vanguard||Uncategorized||$126,140.65||0.00%||1.45%||0.16%||1.86|
|Schwab Value Advantage Money Fund®||No Load (SWVXX)||Charles Schwab||Uncategorized||$120,852.41||2.14%||3.01%||0.44%||12.51|
|Fund Name||YTD||YTD Rank in Primary Category||1 Year Return||1 Year Rank in Primary Category||3 Year Return||3 Year Rank in Primary Category|
|Fund Name||5 Year Return||5 Year Rank in Primary Category||10 Year Return||10 Year Rank in Primary Category||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
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