Healthcare Medalist Funds
Healthcare sector ETFs and mutual funds help you gain exposure to companies in biotechnology, pharmaceuticals, research services, home healthcare, hospitals, long-term-care facilities, and medical equipment and supplies. Here we highlight offerings that also received a Gold, Silver, or Bronze Medalist Rating by our analysts. The Morningstar Medalist Rating is the forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with the top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|
| BlackRock Health Sciences Opportunities Portfolio Class K
SHSKX
| 0.760% | 18.85% | 11.69% | 6.55% | $6.15B | |||
| BlackRock Health Sciences Opportunities Portfolio Class R
BHSRX
| 1.470% | 18.02% | 10.90% | 5.80% | $6.15B | |||
| BlackRock Health Sciences Opportunities Portfolio Institutional Shares
SHSSX
| 0.860% | 18.73% | 11.59% | 6.45% | $6.15B | |||
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BWCPX
| 1.110% | 18.46% | 11.31% | 6.19% | $6.15B | |||
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FFVCBN
| 1.160% | 18.37% | 11.24% | 6.13% | $6.15B | |||
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VCKJT
| — | 0.540% | 47.21% | — | — | $120.65M | ||
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MVGHF
| 0.940% | 38.55% | 28.38% | 12.16% | $2.35B | |||
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XSTKPM
| 0.690% | 38.89% | 28.70% | 12.45% | $2.35B | |||
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WXHCXX
| 0.570% | 39.05% | 28.86% | 12.59% | $2.35B | |||
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YMNMJV
| 0.960% | 26.82% | 14.14% | 5.15% | $3.36B | |||
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RFPLBF
| 1.710% | 25.89% | 13.28% | 4.36% | $3.36B | |||
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NBFDJW
| 0.710% | 27.13% | 14.42% | 5.42% | $3.36B | |||
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HFPNTL
| 1.210% | 26.49% | 13.85% | 4.88% | $3.36B | |||
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TRWNRV
| 0.590% | 27.29% | 14.56% | 5.55% | $3.36B | |||
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RQCD
| 0.084% | 18.81% | 11.54% | 6.25% | $3.54B | |||
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PNTQN
| 0.620% | 33.03% | 25.46% | 7.89% | $5.98B | |||
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ZDTGK
| 0.620% | 27.31% | 14.65% | 5.56% | $6.81B | |||
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LRFLH
| 0.670% | 26.86% | 19.67% | 13.52% | $1.61B | |||
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JFJFW
| 0.600% | 38.53% | 18.46% | 11.17% | $1.05B | |||
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LNNBR
| 0.940% | 19.23% | 10.29% | 3.44% | $109.44M | |||
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LKDLM
| 0.190% | 39.64% | 21.55% | 7.60% | $106.44M | |||
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NJYG
| 0.580% | 29.04% | 20.03% | 10.38% | $543.99M | |||
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WWHYP
| 0.290% | 21.95% | 11.04% | −3.47% | $175.11M | |||
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LPZ
| 0.440% | 38.94% | 19.24% | 5.58% | $10.55B | |||
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VZJD
| 0.470% | 71.91% | 28.14% | −2.58% | $300.76M |
United States