The Best Health & Biotech Equities Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Health & Biotech Equities mutual funds.
- Number of Funds
- 49
- Avg. Expense Ratio
- 1.02%
- Avg. Yield
- 5.48%
- Avg. 1 Year Return
- 34.78%
- Median Risk/Return Score
- 75 / 100
The Best Health & Biotech Equities Mutual Funds
49 results
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Health & Biotech Equities Mutual funds by Risk/Return Score
The top Health & Biotech Equities Mutual funds by PortfoliosLab Risk/Return Score are AHSAX (96) and FBDIX (95).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Alger Health Sciences Fund | 96 | — | Apr 2002 | |
| Franklin Biotechnology Discovery Fund | 95 | — | Sep 1997 | |
| Fidelity Advisor Biotechnology Fund Class Z | 95 | — | Oct 2018 | |
| Fidelity Advisor Biotechnology Fund Class M | 95 | — | Dec 2000 | |
| Fidelity Advisor Biotechnology Fund I Class | 95 | — | Dec 2000 |
Best-Performing Health & Biotech Equities Mutual funds Over 5 Years
The top Health & Biotech Equities Mutual funds is FBTIX (13.37%).
Across the lineup, Health & Biotech Equities Mutual funds show an average 1-year return of 34.78% and an average 5-year return of 5.97%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Fidelity Advisor Biotechnology Fund I Class | 13.37% | — | Dec 2000 | |
| Fidelity Select Pharmaceuticals Portfolio | 13.35% | — | Jun 2001 | |
| Fidelity Advisor Biotechnology Fund Class A | 13.09% | — | Dec 2000 | |
| Fidelity Advisor Biotechnology Fund Class M | 12.80% | — | Dec 2000 | |
| Fidelity Advisor Biotechnology Fund Class Z | 12.26% | — | Oct 2018 |
Lowest-Cost Health & Biotech Equities Mutual funds
The top Health & Biotech Equities Mutual funds is VHCIX (0.10%).
With an average expense ratio of 1.02%, Health & Biotech Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Vanguard Health Care Index Fund Admiral Shares | 0.10% | 20.40B | Feb 2004 | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 38.80B | Nov 2001 | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 38.80B | May 1984 | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | — | Oct 2018 | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | — | Oct 2018 |
Highest-Yield Health & Biotech Equities Mutual funds
The top Health & Biotech Equities Mutual funds is FSMEX (19.54%).
Across the lineup, Health & Biotech Equities Mutual funds show an average dividend yield of 5.48%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Fidelity Select Medical Technology and Devices Por... | 19.54% | — | Apr 1998 | |
| BlackRock Health Sciences Opportunities Portfolio | 15.23% | — | Dec 1999 | |
| Health Sciences Opportunities Fund Class Instituti... | 13.99% | — | Oct 2000 | |
| Fidelity Advisor Health Care Fund Class A | 12.02% | — | Sep 1996 | |
| Abrdn Healthcare Opportunities Fund | 11.46% | — | Jul 2014 |
Top Mutual funds Categories
Target Retirement Date · 681 Mutual fundsDiversified Portfolio · 562 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 456 Mutual fundsLarge Cap Growth Equities · 433 Mutual fundsLarge Cap Blend Equities · 414 Mutual fundsLarge Cap Value Equities · 331 Mutual fundsGlobal Equities · 260 Mutual fundsEmerging Markets Equities · 219 Mutual fundsHigh Yield Bonds · 210 Mutual fundsSmall Cap Blend Equities · 179 Mutual fundsSmall Cap Growth Equities · 175 Mutual fundsMid Cap Growth Equities · 169 Mutual fundsShort-Term Bond · 144 Mutual fundsIntermediate Core-Plus Bond · 139 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 116 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 112 Mutual fundsMultisector Bonds · 107 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsEnergy Equities · 95 Mutual fundsTotal Bond Market · 93 Mutual fundsGlobal Allocation · 88 Mutual fundsDividend · 87 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 83 Mutual fundsTechnology Equities · 81 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
VGHCX vs. VHTVGHCX vs. VOOVGHCX vs. VPMCXVGHCX vs. XLVVGHCX vs. VGSLXVGHAX vs. VHTVGHAX vs. XLVVGHAX vs. VIGAXVGHAX vs. VPCCXVGHAX vs. BPTRXFSPHX vs. FHLCFSPHX vs. VHTFSPHX vs. FSPGXFSPHX vs. VOOFSPHX vs. VGTFBIOX vs. XBIFBIOX vs. IBBFBIOX vs. FBTAXFBIOX vs. FSCSXFBIOX vs. FSELXFPHAX vs. PPHFPHAX vs. FSPTXFPHAX vs. PHPIXFPHAX vs. SHGTXFPHAX vs. BIBLFSMEX vs. XLVFSMEX vs. FSIAXFSMEX vs. FXAIXFSMEX vs. SPYFSMEX vs. VOOPRHSX vs. PRGTXPRHSX vs. VOOPRHSX vs. XLVPRHSX vs. VFIAXPRHSX vs. PRISXFSHCX vs. FHLCFSHCX vs. FSPCXFSHCX vs. FHCCXFSHCX vs. VHTFSHCX vs. FBSOXVHCIX vs. XLVVHCIX vs. VITAXVHCIX vs. VFIAXVHCIX vs. VOOVHCIX vs. VTSAXTHQ vs. ASGITHQ vs. AMLPTHQ vs. THWTHQ vs. XLVTHQ vs. VOO