|Expense Ratio (net)||1.14%|
|Morningstar Risk Rating||★★★★★|
|Last Cap Gain||0.00|
|Inception Date||Oct 24, 1983|
|Average for Category||N/A|
We've raised Legg's Parent rating to Positive from Neutral following improvements to its affiliate portfolio, but challenges do remain.
These funds offer thoughtful investments in healthcare, not tactical plays.
SHRAX has been a below average YTD performer. The past year until October 14 was hard on the fund. It placed dead last among the 12 peers in this review.