245 Summer Street,
Boston , MA, 02210
Boston , MA, 02210
Summary
The fund seeks capital appreciation by investing in companies in the United States.
The investment process is designed to highlight companies that are engaged in research, development, manufacture, distribution, supply or sale of medical equipment and devices and related technologies.
The strategy seeks to outperform its benchmark index through active management.
Then the research process is driven by fundamental More
Link
Directors
May 12, 2023- OSCAR MUNOZ
- ROBERT A LAWRENCE
- THOMAS A KENNEDY
- BETTINA DOULTON
- VICKI L FULLER
- THOMAS P BOSTICK
- PATRICIA L KAMPLING
- DENNIS J DIRKS
- DONALD F DONAHUE
- MICHAEL E WILEY
- SUSAN TOMASKY
- DAVID M THOMAS
Chief Compliance Officer
- JASON POGORELEC
Fund Manager(s)
Price
- 52-Week High/Low
- $68.71 - $51.4
- Turnover
- 27%
- Expense Ratio
- 0.65%
Company Name |
Holding |
| BOSTON SCIENTIFIC CORP | 14.52 % |
| DANAHER CORP | 13.34 % |
| THERMO FISHER SCIENTIFIC INC | 9.33 % |
| INTUITIVE SURGICAL INC | 7.98 % |
| STRYKER CORP | 6.33 % |
| EDWARDS LIFESCIENCES CORP | 4.3 % |
| PENUMBRA INC | 3.98 % |
| ABBOTT LABORATORIES | 2.96 % |
| INSULET CORP | 2.86 % |
| IQVIA HOLDINGS INC | 2.8 % |
| More | 2.8 % |
Documents
Performance
YTD
6.4%
3 Year
-24.5%
5 Year
17.75%
Best
50.49%
2000
Worst
-25.97%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 9.1% | 5% | -12.8% | -0.9% | -14% | 13.7% | 5.4% | 14.7% | -2.1% | 10.8% |
| Q2 | -5.4% | 1.2% | -20.9% | 15.1% | 19.5% | 5% | 13.8% | 10.1% | 14.8% | -1.7% |
| Q3 | - | -12.5% | -2.1% | 0.5% | 1.9% | -3% | 14% | -0.9% | 7.9% | -10.2% |
| Q4 | - | 9.3% | 9.6% | 3% | 10.1% | 9.2% | -14.1% | 0.3% | -10.4% | 9.6% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.4% | 3.9% | 2.5% | -7.2% | - | - | - | - | - | - | - | - |
| 2023 | 3.3% | -3.1% | 4.9% | 1.2% | -4.8% | 5% | -0.5% | -4.3% | -8.1% | -9.9% | 10.2% | 9% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 6% | 1% | -26% | 14% | 21% | 27% | 16% | 27% | 9% | 7% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| FSMEX | 6% | 1% | -26% | 14% | 21% | 27% | 16% | 27% | 9% | 7% |
| S&P 500 | - | - | -21% | 27% | 16% | 29% | -6% | 19% | 10% | -1% |
| Alpha | 6% | 1% | -5% | -13% | 5% | -2% | 22% | 7% | -1% | 8% |