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Health Care Services Portfolio: (MF: FSHCX)

(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET

$107.77 USD

+0.69 (0.64%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD 14.13 1
3 months 14.13 1
6 months -3.73 1
1 Year -3.98 49
3 Year -0.21 77
5 Year 10.73 18
10 Year 8.98 2

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 116.65
Bear Market (10/07 - 2/09) -49.42
Bull Market (2/09 - 3/21) 916.75

Load Adjusted Returns as of Mar 31, 2025

1 Year -3.98
5 Year 10.73
10 Year 8.98
Since Inception 11.67

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 14.13 NA NA NA
2024 3.13 -7.90 8.30 -15.65
2023 -7.14 4.66 -1.48 6.02
2022 1.99 -7.41 3.23 3.42
2021 6.50 6.03 -7.18 14.61
2020 -13.30 15.89 3.50 13.96

Annual Return

20252024202320222021202020192018201720162015
% Total Return 14.13-13.231.500.8320.1518.5219.9010.4424.342.256.94
% Total Return Rel to Index 18.40-38.25-24.7319.03-8.530.12-11.5814.842.54-9.685.55
% Total Return Rel to Peer 14.47-15.85-4.2610.2411.46-2.75-6.7710.322.2213.02-0.48
% Perf Quintile vs Peer* 0.000.005.001.001.004.005.001.002.001.003.00
% Dividends 0.000.700.460.300.290.930.280.100.090.130.01
% Yield 0.000.590.450.210.190.730.260.100.090.140.01
Capital Gains ($) 0.0015.860.306.709.460.000.0011.2311.953.683.40
Expense Ratio 0.000.670.730.710.730.750.760.760.780.770.79

* 1 = Top 20%, 5 = Bottom 20%