Live Oak Health Sciences Fund (LOGSX) 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 LOGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LOGSX
LOGSX charges 1.02% annually. There are 29 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% | 20.40B | Feb 2004 | LOGSX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 38.80B | Nov 2001 | LOGSX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 38.80B | May 1984 | LOGSX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | — | Oct 2018 | LOGSX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | — | Oct 2018 | LOGSX vs FIJYX |
Best Risk-Adjusted Alternatives to LOGSX
LOGSX has a PortfoliosLab risk / return rank of 78. There are 16 mutual funds in the Health & Biotech Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Alger Health Sciences Fund | 96 | — | Apr 2002 | LOGSX vs AHSAX | |
| Franklin Biotechnology Discovery Fund | 96 | — | Sep 1997 | LOGSX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund I Class | 95 | — | Dec 2000 | LOGSX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 95 | — | Oct 2018 | LOGSX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund Class A | 95 | — | Dec 2000 | LOGSX vs FBTAX |
Top Performing LOGSX Alternatives (YTD)
LOGSX is at 9.56% YTD. There are 19 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 23.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Biotechnology Fund Class Z | 23.82% | — | Oct 2018 | LOGSX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 23.73% | — | Dec 2000 | LOGSX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 23.56% | — | Dec 2000 | LOGSX vs FBTAX | |
| Alger Health Sciences Fund | 23.38% | — | Apr 2002 | LOGSX vs AHSAX | |
| Fidelity Advisor Biotechnology Fund Class M | 23.36% | — | Dec 2000 | LOGSX vs FBTTX |
Lowest Volatility Alternatives to LOGSX
LOGSX has 14.83% 1-year volatility. There is 1 mutual fund in the Health & Biotech Equities category with lower 1-year volatility, going as low as 14.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 14.28% | — | Aug 1989 | LOGSX vs GGHCX | |
| BlackRock Health Sciences Opportunities Portfolio | 14.93% | — | Dec 1999 | LOGSX vs SHSAX | |
| Saratoga Health & Biotechnology Fund | 14.93% | — | Jul 1999 | LOGSX vs SHPAX | |
| Health Sciences Opportunities Fund Class Instituti... | 14.94% | — | Oct 2000 | LOGSX vs SHSSX | |
| Putnam Global Health Care Fund | 15.20% | — | Aug 2020 | LOGSX vs PGHAX |
Lowest Drawdown Alternatives to LOGSX
LOGSX has a 1-year max drawdown of -8.13%. There is 1 mutual fund in the Health & Biotech Equities category with a shallower 1-year drawdown, going as shallow as -7.62%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Biotechnology Portfolio | -7.62% | — | Dec 1985 | LOGSX vs FBIOX | |
| Rydex Biotechnology Fund | -8.43% | — | Mar 1998 | LOGSX vs RYOIX | |
| AlphaCentric LifeSci Healthcare Fund | -8.49% | — | Nov 2019 | LOGSX vs LYFIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.88% | — | Oct 2018 | LOGSX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | -8.90% | — | Dec 2000 | LOGSX vs FBTIX |
Other Mutual Funds from Oak Associates
The 6 most viewed Oak Associates mutual funds shown here include ROGSX, POGSX, BOGSX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Red Oak Technology Select Fund | Technology Equities | 29 | 11.07% | — | Dec 1998 | LOGSX vs ROGSX | |
| Pin Oak Equity | Large Cap Blend Equities | 90 | 18.29% | — | Aug 1992 | LOGSX vs POGSX | |
| Black Oak Emerging Technology Fund | Technology Equities | 58 | 29.57% | — | Dec 2000 | LOGSX vs BOGSX | |
| Rock Oak Core Growth Fund | Large Cap Blend Equities | 89 | 20.84% | — | Dec 2004 | LOGSX vs RCKSX | |
| White Oak Select Growth Fund | Large Cap Blend Equities | 50 | 8.42% | — | Aug 1992 | LOGSX vs WOGSX | |
| River Oak Discovery Fund | Small Cap Blend Equities | 89 | 29.08% | — | Jun 2005 | LOGSX vs RIVSX |
Often Compared With LOGSX
Investors most often compare LOGSX with FACDX, ETIHX, JNGLX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare LOGSX with Any Fund or Stock
Compare LOGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LOGSX with funds that move differently
Live Oak Health Sciences Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LOGSX.
Explore LOGSX Diversifiers