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AHSCX vs SHSAX

Both AHSCX and SHSAX are mutual funds. AHSCX has a higher 5-year return than SHSAX (20.87% vs 15.73%). AHSCX has a higher expense ratio than SHSAX (1.81% vs 1.11%). Below is the comparison between AHSCX and SHSAX.

AHSCX SHSAX
Security Type Mutual fund Mutual fund
Segment Specialty: Health Specialty: Health
Family Alger BlackRock
Net Assets $13.70M $3.50B
Expense Ratio 1.81% 1.11%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000.00 $1,000.00
YTD Return 3.95% 6.12%
1-Year Return 6.31% 7.02%
3-Year Return 13.86% 16.86%
5-Year Return 20.87% 15.73%
10-Year Return 14.75% 16.85%

AHSCX description

The Fund seeks long-term capital appreciation. The Fund invests at least 80% of its net assets in equity securities of companies of any market cap that are engaged in the health sciences sector, including health care services, pharmaceuticals, medical equipment and supplies, and applied research and development.

AHSCX performance & returns

YTD Return 3.95%
1-Month Return 9.97%
3-Month Return 6.31%
1-Year Return 6.31%
3-Year Return 13.86%
5-Year Return 20.87%
10-Year Return 14.75%
AHSCX expense ratio is 1.81%.

AHSCX holdings

Top 10 Holdings (32.60% of Total Assets)

Name Symbol % Assets
UnitedHealth Group Inc UNH 4.52%
Thermo Fisher Scientific Inc TMO 3.97%
DexCom Inc DXCM 3.69%
Danaher Corp DHR 3.65%
Vertex Pharmaceuticals Inc VRTX 3.39%
Abbott Laboratories ABT 3.28%
Eli Lilly and Co LLY 3.18%
Sarepta Therapeutics Inc SRPT 2.37%
Regeneron Pharmaceuticals Inc REGN 2.33%
AstraZeneca PLC ADR AZN.L 2.22%

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SHSAX description

The Fund seeks long-term growth of capital. Under normal market conditions, the Fund invests at least 80% of total assets in equity securities, primarily common stock, of companies in health sciences and related industries. The Fund reserves the right to invest up to 20% of its total assets in other types of securities.

SHSAX performance & returns

YTD Return 6.12%
1-Month Return 2.89%
3-Month Return 7.02%
1-Year Return 7.02%
3-Year Return 16.86%
5-Year Return 15.73%
10-Year Return 16.85%
SHSAX expense ratio is 1.11%.

SHSAX holdings

Top 10 Holdings (35.79% of Total Assets)

Name Symbol % Assets
UnitedHealth Group Inc UNH 6.88%
Abbott Laboratories ABT 5.24%
Johnson & Johnson JNJ 4.49%
Thermo Fisher Scientific Inc TMO 3.35%
Boston Scientific Corp BSX 2.84%
Amgen Inc AMGN 2.82%
Medtronic PLC MDT 2.73%
Humana Inc HUM 2.54%
Stryker Corp SYK 2.45%
Seagen Inc Ordinary Shares SGEN 2.45%

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