Category Average | 16.1% | -4.4% | 3.4% |
Ticker | Fund Name | Summary | 2025 | 2024 | 2023 |
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AHSAX | Alger Health Sciences Fund + | -9.1% | 1.2% | -4.3% | |
The fund seeks capital appreciation in the long term by investing in companies across any size in the United States. The investment process is designed to identify companies in the benchmark index that experience positive dynamic change. The investment team believes companies undergoing positive dynamic change offer the best investment opportunities. Next, the research team utilizes fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics. The team also focuses on traditional growth companies experiencing rapidly growing demand or market dominance. In addition, the research team emphasizes companies benefitting from new regulations, a new product innovation or new management. Then the research process relies on fundamental analysis to highlight companies that are engaged in the health sciences sector demonstrating growth potential. The team considers a company to be engaged in the health sciences sector if it derives at least 50% of its earnings or revenues from, or devotes at least 50% of its assets to activities in any area of the health sciences sector, including health care services, pharmaceuticals, medical equipment and supplies and applied research and development. Additionally, the team considers companies involved with hospitals, clinical test laboratories, convalescent and mental health care facilities, home care providers, pharmaceuticals, biotechnology, biochemistry and diagnostics; and producers and manufacturers of medical, dental and optical supplies and equipment as part of the health sciences sector. Then the manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level. The fund has the flexibility to invest in securities of foreign issuers.
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AHSCX | Alger Health Sciences Fund | -9.8% | 0.6% | -5.1% | |
The fund seeks capital appreciation in the long term by investing in companies across any size in the United States. The investment process is designed to identify companies in the benchmark index that experience positive dynamic change. The investment team believes companies undergoing positive dynamic change offer the best investment opportunities. Next, the research team utilizes fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics. The team also focuses on traditional growth companies experiencing rapidly growing demand or market dominance. In addition, the research team emphasizes companies benefitting from new regulations, a new product innovation or new management. Then the research process relies on fundamental analysis to highlight companies that are engaged in the health sciences sector demonstrating growth potential. The team considers a company to be engaged in the health sciences sector if it derives at least 50% of its earnings or revenues from, or devotes at least 50% of its assets to activities in any area of the health sciences sector, including health care services, pharmaceuticals, medical equipment and supplies and applied research and development. Additionally, the team considers companies involved with hospitals, clinical test laboratories, convalescent and mental health care facilities, home care providers, pharmaceuticals, biotechnology, biochemistry and diagnostics; and producers and manufacturers of medical, dental and optical supplies and equipment as part of the health sciences sector. Then the manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level. The fund has the flexibility to invest in securities of foreign issuers.
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AHSZX | Alger Health Sciences Fund | -5.3% | 1.6% | -3.9% | |
The fund seeks capital appreciation in the long term by investing in companies across any size in the United States. The investment process is designed to identify companies in the benchmark index that experience positive dynamic change. The investment team believes companies undergoing positive dynamic change offer the best investment opportunities. Next, the research team utilizes fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics. The team also focuses on traditional growth companies experiencing rapidly growing demand or market dominance. In addition, the research team emphasizes companies benefitting from new regulations, a new product innovation or new management. Then the research process relies on fundamental analysis to highlight companies that are engaged in the health sciences sector demonstrating growth potential. The team considers a company to be engaged in the health sciences sector if it derives at least 50% of its earnings or revenues from, or devotes at least 50% of its assets to activities in any area of the health sciences sector, including health care services, pharmaceuticals, medical equipment and supplies and applied research and development. Additionally, the team considers companies involved with hospitals, clinical test laboratories, convalescent and mental health care facilities, home care providers, pharmaceuticals, biotechnology, biochemistry and diagnostics; and producers and manufacturers of medical, dental and optical supplies and equipment as part of the health sciences sector. Then the manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level. The fund has the flexibility to invest in securities of foreign issuers.
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ETCHX | Eventide Healthcare & Life Sciences Fund | -0.6% | -11% | 9.9% | |
The fund seeks capital appreciation in the long term by investing in companies across any size in the United States. The investment process is relies on fundamental analysis to identify companies in healthcare and life sciences companies. Healthcare and life sciences companies include those companies that derive or are expected to derive 50% or more of their revenue from healthcare and life science products and services including, but not limited to, biotechnology, pharmaceuticals, diagnostics, life science tools, medical devices, healthcare information technology, healthcare services, synthetic biology, agricultural and environmental management, and pharmaceutical manufacturing products and services. Next, the research team focuses on companies with attractive valuations exhibiting above-average long-term investment opportunities or significant near-term appreciation potential. Then the manager constructs a portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level. The manager invests over 25% of the fund’s net assets in drug related industries. This group of industries includes pharmaceutical, biotech and similar companies that primarily develop, produce or distribute drugs, medicines, diagnostic chemicals and biological products used to diagnose, prevent or treat diseases or maintain health. The fund invests in companies that demonstrate values and business practices that are ethical, sustainable, and provide an attractive investment opportunity. The fund looks for companies that respect the value and freedom of all people, demonstrate a concern for justice and peace, promote family and community, demonstrate responsible management practices, and practice environmental stewardship. However, the fund may invest in companies that fund community development institutions and serve needs of low-to-moderate income families and communities. The fund may invest without limitation in companies domiciled outside the United States either directly or through American Depositary Receipts. |
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ETIHX | Eventide Healthcare & Life Sciences Fund | -2.8% | -10.1% | 11% | |
The fund seeks capital appreciation in the long term by investing in companies across any size in the United States. The investment process is relies on fundamental analysis to identify companies in healthcare and life sciences companies. Healthcare and life sciences companies include those companies that derive or are expected to derive 50% or more of their revenue from healthcare and life science products and services including, but not limited to, biotechnology, pharmaceuticals, diagnostics, life science tools, medical devices, healthcare information technology, healthcare services, synthetic biology, agricultural and environmental management, and pharmaceutical manufacturing products and services. Next, the research team focuses on companies with attractive valuations exhibiting above-average long-term investment opportunities or significant near-term appreciation potential. Then the manager constructs a portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level. The manager invests over 25% of the fund’s net assets in drug related industries. This group of industries includes pharmaceutical, biotech and similar companies that primarily develop, produce or distribute drugs, medicines, diagnostic chemicals and biological products used to diagnose, prevent or treat diseases or maintain health. The fund invests in companies that demonstrate values and business practices that are ethical, sustainable, and provide an attractive investment opportunity. The fund looks for companies that respect the value and freedom of all people, demonstrate a concern for justice and peace, promote family and community, demonstrate responsible management practices, and practice environmental stewardship. However, the fund may invest in companies that fund community development institutions and serve needs of low-to-moderate income families and communities. The fund may invest without limitation in companies domiciled outside the United States either directly or through American Depositary Receipts. |
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ETNHX | Eventide Healthcare & Life Sciences Fund | -2.2% | -10.3% | 10.8% | |
The fund seeks capital appreciation in the long term by investing in companies across any size in the United States. The investment process is relies on fundamental analysis to identify companies in healthcare and life sciences companies. Healthcare and life sciences companies include those companies that derive or are expected to derive 50% or more of their revenue from healthcare and life science products and services including, but not limited to, biotechnology, pharmaceuticals, diagnostics, life science tools, medical devices, healthcare information technology, healthcare services, synthetic biology, agricultural and environmental management, and pharmaceutical manufacturing products and services. Next, the research team focuses on companies with attractive valuations exhibiting above-average long-term investment opportunities or significant near-term appreciation potential. Then the manager constructs a portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level. The manager invests over 25% of the fund’s net assets in drug related industries. This group of industries includes pharmaceutical, biotech and similar companies that primarily develop, produce or distribute drugs, medicines, diagnostic chemicals and biological products used to diagnose, prevent or treat diseases or maintain health. The fund invests in companies that demonstrate values and business practices that are ethical, sustainable, and provide an attractive investment opportunity. The fund looks for companies that respect the value and freedom of all people, demonstrate a concern for justice and peace, promote family and community, demonstrate responsible management practices, and practice environmental stewardship. However, the fund may invest in companies that fund community development institutions and serve needs of low-to-moderate income families and communities. The fund may invest without limitation in companies domiciled outside the United States either directly or through American Depositary Receipts. |
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FBTAX | Fidelity Advisor Biotechnology Fund + | -0.7% | -0.5% | 9.3% | |
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 the research, development, manufacture, and distribution of various biotechnological products, services, and processes. The process also focuses on companies that benefit significantly from scientific and technological advances in biotechnology. Additionally, the research team evaluates a company’s financial condition and industry position, as well as market and economic conditions. Then the manager constructs a diversified portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level. The fund has the flexibility to invest in domestic and foreign issuers. |
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FBTCX | Fidelity Advisor Biotechnology Fund | -0.9% | -2% | 9.9% | |
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 the research, development, manufacture, and distribution of various biotechnological products, services, and processes. The process also focuses on companies that benefit significantly from scientific and technological advances in biotechnology. Additionally, the research team evaluates a company’s financial condition and industry position, as well as market and economic conditions. Then the manager constructs a diversified portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level. The fund has the flexibility to invest in domestic and foreign issuers. |
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FBTTX | Fidelity Advisor Biotechnology Fund | -0.7% | -1.1% | 9.3% | |
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 the research, development, manufacture, and distribution of various biotechnological products, services, and processes. The process also focuses on companies that benefit significantly from scientific and technological advances in biotechnology. Additionally, the research team evaluates a company’s financial condition and industry position, as well as market and economic conditions. Then the manager constructs a diversified portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level. The fund has the flexibility to invest in domestic and foreign issuers. |
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FIKCX | Fidelity Advisor Health Care Fund | -1% | -5.7% | 4.2% | |
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 the design, manufacture, or sale of products or services used for or in connection with health care or medicine. Next, the research team evaluates a company’s financial condition and industry position, as well as market and economic conditions. Then the manager constructs a diversified portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level. The fund has the flexibility to invest in domestic and foreign issuers.
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FSPHX | Fidelity Select Health Care Portfolio | -1.9% | -5.3% | 4.1% | |
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 the design, manufacture, or sale of products or services used for or in connection with health care or medicine. The strategy seeks to outperform its benchmark index through active management. Then the research process is driven by fundamental analysis of one stock at a time. The research team emphasizes high-quality companies exhibiting consistent earnings growth or producing innovative products that disrupt the marketplace. Next, the team focuses on factors such as a company’s free cash flow and capital allocation, and also assesses a company’s market opportunity, sales growth and margin outlook. In addition, the research team evaluates a company’s financial condition and industry position, as well as market and economic conditions. Then the manager constructs a diversified portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level. The fund has the flexibility to invest in domestic and foreign issuers. |