18.73%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| PHLAX | 18.73 | -26.00 | 16.00 | 8.00 | 22.00 | 30.00 | 42.00 | -31.00 | -1.00 | 75.00 | NA |
| Index (S&P 500) | 25.20 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -11.00 | -9.00 | 21.00 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | 0.92 | 1.14 | 4.43 | 18.73 | 41.37 | 0.27 | 8.09 | 11.30 |
| +/- Index (S&P 500) | - 0.45 | - 0.66 | + 3.03 | - 6.47 | - 0.43 | + 5.87 | + 7.29 | + 11.90 |
| +/- Classification Avg. | - 0.13 | - 0.37 | + 1.68 | + 0.80 | + 5.57 | + 0.76 | + 4.31 | + 5.21 |
| % Rank in Classification | 72 | 69 | 22 | 43 | 30 | 42 | 7 | 10 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. BlackRock:HS Opp;I (SHSSX) | 6.30% | ![]() |
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| 2. BlackRock:HS Opp;Svc (SHISX) | 5.96% | ![]() |
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| 3. BlackRock:HS Opp;A (SHSAX) | 5.95% | ![]() |
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| 4. BlackRock:HS Opp;C (SHSCX) | 5.18% | ![]() |
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| 5. BlackRock:HS Opp;B (SHSPX) | 5.08% | ![]() |
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| 6. Fidelity Sel Med Equip (FSMEX) | 4.40% | ![]() |
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| 7. T Rowe Price Hlth Scienc (PRHSX) | 2.73% | ![]() |
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| 8. Saratoga:Hlth & Bio;I (SBHIX) | 2.59% | ![]() |
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| 9. Fidelity Sel Pharm (FPHAX) | 2.30% | ![]() |
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| 10. Live Oak Hlth Sci (LOGSX) | 2.26% | ![]() |
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| 44. JennDry Jenn Health;A (PHLAX) | 0.27% | ![]() |
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| Amount | Date | |
| Dividend | 0.14 | 12/16/2008 |
| Capital Gains | NA | NA |
| Dividend Frequency | Annually | NA |