Five candidates stand out from their counterparts.
These funds offer thoughtful investments in healthcare, not tactical plays.
Looking at performance since 2000 creates a better picture of which funds have delivered for investors.
The $8.7 billion Vanguard Capital Opportunity Fund ( VHCOX ) is now open to individual investors for the first time since 2004 and its $25,000 annual contribution limit for individual investors has been removed.
These Gold-rated funds have Morningstar Sustainability Ratings of High despite not explicitly trying to do so.
Quite a few good large-growth funds earn high Sustainability Ratings despite not being explicitly ESG-oriented.
Gold-rated Vanguard Capital Opportunity is closing to new investors, apart from those enrolled in Vanguard Flagship Services or Vanguard Asset Management Services. Separately, MFS and Vanguard roll out low-vol funds, and American Century Appoints 2 Co-CIOs.
These strong funds score well on Morningstar’s new Sustainability Rating.
Most Vanguard funds delivered another solid year in 2013, but management changes and a shift out of its fund comfort zone are things to watch this year.
Dodge & Cox International and a handful of Primecap-managed funds offer low costs, stable management, as well as a clear and consistent strategy, says Morningstar's director of fund research.