LOGSX : Live Oak Health Sciences Fund

LOGSX is a Sector Equity Market Healthcare with HIGH fees.

LOGSX

Live Oak Health Sciences Fund

FI Score

17 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

17% FI Score
  • logsx
  • Mutual Fund
  • Sector Equity
  • Healthcare

Live Oak Health Sciences Fund

Expenses: 1.05% (Better than 0% of similar funds)

This is a bad choice for a Healthcare Sector Equity fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. The fund invests primarily in common stocks of companies engaged in the research, development, production, or distribution of products or services related to health care, medicine, or the life sciences. It will invest at least 80% of its net assets, under normal circumstances, in equity securities of health science companies. The fund invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts ("ADRs") that meet the investment criteria of the fund.

Largest Holdings

Amount Holding
6.63% Biogen Inc
5.98% Cigna Corp
5.48% Gilead Sciences Inc
5.38% Novo Nordisk A/S ADR
5.28% GlaxoSmithKline PLC ADR
5.23% Amgen Inc
4.61% Sanofi SA ADR
4.43% Cardinal Health Inc
4.42% Waters Corp
4.34% UnitedHealth Group Inc
4.28% McKesson Corp
3.99% Charles River Laboratories International Inc
3.77% Medtronic PLC
3.29% Alcon Inc
3.22% Merck & Co Inc
3.02% Bristol-Myers Squibb Company
2.72% Pfizer Inc
2.68% Novartis AG ADR
2.46% Illumina Inc
2.45% Allergan PLC
2.44% CVS Health Corp
2.25% Stryker Corp
2.25% Johnson & Johnson
1.89% Quest Diagnostics Inc
1.78% Zimmer Biomet Holdings Inc

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