Lord Abbett Health Care Fund (LHCIX) belongs to the Health & Biotech Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LHCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LHCIX
LHCIX charges 0.78% annually. There are 14 mutual funds in the Health & Biotech Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Health Care Index Fund Admiral Shares | 0.10% | 19.00B | Feb 2004 | LHCIX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 37.00B | Nov 2001 | LHCIX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 37.00B | May 1984 | LHCIX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | — | Oct 2018 | LHCIX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | — | Oct 2018 | LHCIX vs FIJYX |
Best Risk-Adjusted Alternatives to LHCIX
LHCIX has a PortfoliosLab risk / return rank of 58. There are 27 mutual funds in the Health & Biotech Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Biotechnology Discovery Fund | 97 | — | Sep 1997 | LHCIX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 95 | — | Oct 2018 | LHCIX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 95 | — | Dec 2000 | LHCIX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 95 | — | Dec 2000 | LHCIX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 95 | — | Dec 2000 | LHCIX vs FBTTX |
Top Performing LHCIX Alternatives (YTD)
LHCIX is at 7.74% YTD. There are 30 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 27.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Biotechnology Fund Class Z | 27.64% | — | Oct 2018 | LHCIX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 27.54% | — | Dec 2000 | LHCIX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 27.38% | — | Dec 2000 | LHCIX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 27.22% | — | Dec 2000 | LHCIX vs FBTTX | |
| Fidelity Advisor Biotechnology Fund Class C | 26.89% | — | Dec 2000 | LHCIX vs FBTCX |
Lowest Volatility Alternatives to LHCIX
LHCIX has 17.39% 1-year volatility. There are 28 mutual funds in the Health & Biotech Equities category with lower 1-year volatility, going as low as 14.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 14.03% | — | Aug 1989 | LHCIX vs GGHCX | |
| BlackRock Health Sciences Opportunities Portfolio | 14.87% | — | Dec 1999 | LHCIX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 14.88% | — | Oct 2000 | LHCIX vs SHSSX | |
| Live Oak Health Sciences Fund | 14.97% | — | Jun 2001 | LHCIX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | 15.04% | — | Jul 1999 | LHCIX vs SHPAX |
Lowest Drawdown Alternatives to LHCIX
LHCIX has a 1-year max drawdown of -13.03%. There are 33 mutual funds in the Health & Biotech Equities category with shallower 1-year drawdowns, going as shallow as -7.62%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Biotechnology Portfolio | -7.62% | — | Dec 1985 | LHCIX vs FBIOX | |
| Live Oak Health Sciences Fund | -8.13% | — | Jun 2001 | LHCIX vs LOGSX | |
| Rydex Biotechnology Fund | -8.43% | — | Mar 1998 | LHCIX vs RYOIX | |
| AlphaCentric LifeSci Healthcare Fund | -8.49% | — | Nov 2019 | LHCIX vs LYFIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.88% | — | Oct 2018 | LHCIX vs FIJYX |
Other Mutual Funds from Lord Abbett
The 10 most viewed Lord Abbett mutual funds shown here include LLDYX, LALDX, LSYAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 77 | 0.93% | — | Oct 2004 | LHCIX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 76 | 1.10% | — | Nov 1993 | LHCIX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 77 | 2.48% | — | May 2020 | LHCIX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 80 | 12.88% | — | Jan 1950 | LHCIX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 80 | 2.57% | — | Apr 2020 | LHCIX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 42 | 1.30% | — | Mar 1971 | LHCIX vs LBNDX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 13 | 9.22% | — | Jun 2011 | LHCIX vs LGLIX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 64 | 1.97% | — | Dec 1998 | LHCIX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 1.69% | — | Oct 2016 | LHCIX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 60 | 12.74% | — | Jun 1983 | LHCIX vs LAVLX |
Often Compared With LHCIX
Investors most often compare LHCIX with FSHCX, ETIHX, LAGWX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Select Health Care Services Portfolio | Health & Biotech Equities | 37 | 19.38% | — | Jun 1986 | LHCIX vs FSHCX | |
| Eventide Healthcare & Life Sciences Fund | Health & Biotech Equities | 93 | 15.15% | — | Dec 2012 | LHCIX vs ETIHX | |
| Lord Abbett Developing Growth Fund | Small Cap Growth Equities | 72 | 30.94% | — | Oct 1973 | LHCIX vs LAGWX | |
| Putnam Global Health Care Fund | Health & Biotech Equities | 47 | 5.82% | — | May 1982 | LHCIX vs PHSTX | |
| Fidelity Select Pharmaceuticals Portfolio | Health & Biotech Equities | 86 | 17.06% | — | Jun 2001 | LHCIX vs FPHAX | |
| abrdn World Healthcare Fund | Health & Biotech Equities | 85 | 12.41% | — | Jun 2015 | LHCIX vs THW | |
| Putnam Global Health Care Fund | Health & Biotech Equities | 48 | 5.98% | — | Aug 2020 | LHCIX vs PGHAX |
Compare LHCIX with Any Fund or Stock
Compare LHCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LHCIX with funds that move differently
Lord Abbett Health Care Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LHCIX.
Explore LHCIX Diversifiers