16.43%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| PHLAX | 16.43 | -26.00 | 16.00 | 8.00 | 22.00 | 30.00 | 42.00 | -31.00 | -1.00 | 75.00 | NA |
| Index (S&P 500) | 20.90 | -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 % | 1.84 | 6.34 | 1.56 | 16.43 | 20.06 | 0.39 | 7.66 | 11.30 |
| +/- Index (S&P 500) | + 1.58 | + 5.94 | + 1.06 | - 4.47 | - 1.24 | + 6.49 | + 7.36 | + 12.00 |
| +/- Classification Avg. | + 1.27 | + 3.27 | + 0.84 | + 1.84 | + 3.04 | + 1.72 | + 4.65 | + 4.93 |
| % Rank in Classification | 1 | 2 | 26 | 39 | 36 | 25 | 8 | 13 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. BlackRock:HS Opp;I (SHSSX) | 5.05% | ![]() |
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| 2. BlackRock:HS Opp;Svc (SHISX) | 4.71% | ![]() |
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| 3. BlackRock:HS Opp;A (SHSAX) | 4.69% | ![]() |
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| 4. Fidelity Sel Med Equip (FSMEX) | 4.15% | ![]() |
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| 5. BlackRock:HS Opp;C (SHSCX) | 3.93% | ![]() |
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| 6. BlackRock:HS Opp;B (SHSPX) | 3.83% | ![]() |
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| 7. T Rowe Price Hlth Scienc (PRHSX) | 2.33% | ![]() |
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| 8. Saratoga:Hlth & Bio;I (SBHIX) | 1.48% | ![]() |
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| 9. Eaton Vance Ww H&S;A (ETHSX) | 1.35% | ![]() |
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| 10. Live Oak Hlth Sci (LOGSX) | 1.18% | ![]() |
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| 25. JennDry Jenn Health;A (PHLAX) | 0.39% | ![]() |
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| Amount | Date | |
| Dividend | 0.14 | 12/16/2008 |
| Capital Gains | NA | NA |
| Dividend Frequency | Annually | NA |