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
- 5.77%
- Avg. 1 Year Return
- 24.00%
- Median Risk/Return Score
- 23 / 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 FBDIX (87) and FBIOX (74).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Franklin Biotechnology Discovery Fund | 87 | — | Sep 1997 | |
| Fidelity Select Biotechnology Portfolio | 74 | — | Dec 1985 | |
| Fidelity Advisor Biotechnology Fund Class Z | 72 | — | Oct 2018 | |
| Fidelity Advisor Biotechnology Fund I Class | 72 | — | Dec 2000 | |
| Rydex Biotechnology Fund | 72 | — | Mar 1998 |
Best-Performing Health & Biotech Equities Mutual funds Over 5 Years
The top Health & Biotech Equities Mutual funds is FPHAX (13.65%).
Across the lineup, Health & Biotech Equities Mutual funds show an average 1-year return of 24.00% and an average 5-year return of 4.74%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Fidelity Select Pharmaceuticals Portfolio | 13.65% | — | Jun 2001 | |
| Fidelity Advisor Biotechnology Fund I Class | 10.30% | — | Dec 2000 | |
| Fidelity Advisor Biotechnology Fund Class A | 10.01% | — | Dec 2000 | |
| Fidelity Advisor Biotechnology Fund Class M | 9.73% | — | Dec 2000 | |
| PGIM Jennison Health Sciences Fund | 9.28% | — | Jun 1999 |
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% | 18.50B | Feb 2004 | |
| Vanguard Health Care Fund Admiral Shares | 0.25% | 36.80B | Nov 2001 | |
| Vanguard Health Care Fund Investor Shares | 0.30% | 36.80B | 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 (21.39%).
Across the lineup, Health & Biotech Equities Mutual funds show an average dividend yield of 5.77%, 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... | 21.39% | — | Apr 1998 | |
| Fidelity Advisor Health Care Fund Class A | 13.53% | — | Sep 1996 | |
| T. Rowe Price Health Sciences Fund Class I | 12.46% | — | Dec 1995 | |
| Fidelity® Select Health Care Portfolio | 12.43% | — | Jul 1981 | |
| T. Rowe Price Health Sciences Fund | 12.31% | — | Dec 1995 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 433 Mutual fundsLarge Cap Blend Equities · 411 Mutual fundsLarge Cap Value Equities · 337 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsEmerging Markets Diversified · 174 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsMid Cap Blend Equities · 132 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 107 Mutual fundsTotal Bond Market · 104 Mutual fundsMultisector Bonds · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 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. FXAIXFPHAX vs. PPHFPHAX vs. FSPTXFPHAX vs. PHPIXFPHAX vs. BIBLFPHAX vs. SHGTXFSMEX 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. VFIAXVHCIX vs. VITAXVHCIX vs. VOOVHCIX vs. VTSAXTHQ vs. ASGITHQ vs. AMLPTHQ vs. XLVTHQ vs. VOOTHQ vs. THW