Best biotech funds morningstar. 5% this year, beating the Nov 18, 2016 · Fund description The fund seeks capital appreciation by investing at least 80% of its net assets in securities of biotechnology companies and discovery research firms including those involved in fields such as genomics, genetic engineering, and gene therapy, as well as health care, pharmaceuticals and agriculture. Sep 18, 2025 · What Are Large-Value Funds? Large-value portfolios invest primarily in large US stocks that are less expensive or growing more slowly than other large-cap stocks. Review our list of all Janus Henderson Funds that are available to invest in. Oct 10, 2025 · The Best Equity ETFs These exchange-traded funds that invest in stocks earn Morningstar’s top rating. 83% to 5. The average mid-cap growth fund has gained 6. See more Mar 31, 2025 · PBE - Invesco Biotechnology & Genome ETF - Review the PBE stock price, growth, performance, sustainability and more to help you make the best investments. Learn more about mutual funds at fidelity. See the full list! Sep 14, 2022 · A Bold Fund Blindsided by a Biotech Blowup Invesco Global Opportunities took a big hit when its Nektar stock lost that sweet taste. All data is as of Sept. What are the best Biotech ETFs? Discover the top-performing biotech ETFs that offer investors an opportunity to gain exposure to the thriving biotechnology sector. Jun 8, 2021 · The biggest winners were biotechnology funds, which land in the health Morningstar Category. Nov 13, 2024 · This iShares ETF is a diversified fund in that it provides exposure to biotechnology, pharmaceutical and life science tools and services. Aug 13, 2025 · These top-rated ETFs and mutual funds from Vanguard make excellent long-term investments in 2025 and beyond. listed stocks & ETFs*. Healthcare sector ETFs and mutual funds help you gain exposure to companies in biotechnology, pharmaceuticals, research services, home healthcare, hospitals, long-term care facilities, and medical 4 days ago · Analyze the Fund Fidelity ® Select Biotechnology Portfolio having Symbol FBIOX for type mutual-funds and perform research on other mutual funds. Sep 30, 2025 · RYOIX - Rydex Biotechnology Inv - Review the RYOIX stock price, growth, performance, sustainability and more to help you make the best investments. Discover actionable insights today. By investing in these best-performing biotech ETFs, individuals can broaden their portfolios and potentially tap into high-growth opportunities in the industry. See Fidelity Select Biotechnology Portfolio performance, holdings, fees, risk and other data from Morningstar, S&P, and others. In-depth analysis of Biotechnology ETFs, their performance, risks, and how to invest in this transformative sector. To help you achieve the latter for your portfolio, Forbes Advisor has identified nine of Sep 30, 2025 · FBTTX - Fidelity Advisor Biotechnology M - Review the FBTTX stock price, growth, performance, sustainability and more to help you make the best investments. Past performance is no guarantee of future results. Oct 28, 2025 · This sector includes biotechnology, pharmaceuticals, research services, home healthcare, hospitals, long-term-care facilities, and medical equipment and supplies. Review our list of all Voya Funds that are available to invest in. Aug 12, 2021 · The biotechnology industry has emerged in the last 10 years as an exciting opportunity for investors, and this breakthrough has manifested how fast the sector can generate billions in revenues with the inclusion of new technologies. Aug 4, 2023 · In this article, we discuss 12 best biotech ETFs to buy. (Exchange traded funds and open-end mutual funds are considered a single population for comparative purposes. The Jun 26, 2025 · To screen for the top-performing funds in this category, we looked for those with the best returns over the last one-, three-, and five-year periods. com. Oct 27, 2025 · Biotechnology ETF List Biotech ETFs invest in stocks of companies in the biotechnology industry, many of which are involved in the use of biological processes such as recombinant DNA technology, molecular biology, genetic engineering, and genomics. Although during 2022 biotech funds suffered more than the market as a whole, in recent years and especially in recent months, in the heat of the expected interest rate cuts by central banks, the We provide a list of the 5 best biotech ETFs of 2024, as measured by year-to-date performance, as well as details on these top biotechnology funds and the benefits and risks of investing in them. 83%. Compare their price, performance, expenses, and more. Jun 21, 2025 · BIB - ProShares Ultra Nasdaq Biotechnology - Review the BIB stock price, growth, performance, sustainability and more to help you make the best investments. Aug 31, 2025 · FBT - First Trust NYSE Arca Biotech ETF - Review the FBT stock price, growth, performance, sustainability and more to help you make the best investments. 6 days ago · Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Mar 11, 2021 · Best 'biotech' funds In this following table it is possible to observe the biotech funds that have had the best performance in these last five years: Source: Morningstar, 3rd March 2021. Browse Morningstar's latest mutual fund and analyst research and information. Dec 19, 2023 · In 2023, the fund boasts top-quartile returns thanks to German medical packaging company Gerresheimer AG GXI and Dutch biotech stock Argenx ARGX. Get a detailed summary of Selectra J. Apr 30, 2025 · RYOAX - Rydex Biotechnology H - Review the RYOAX stock price, growth, performance, sustainability and more to help you make the best investments. Exchange-traded funds (ETFs) make it easier for investors to diversify their portfolios and minimize market Aug 31, 2025 · FBTCX - Fidelity Advisor Biotechnology C - Review the FBTCX stock price, growth, performance, sustainability and more to help you make the best investments. Sep 30, 2025 · FBT – First Trust NYSE Arca Biotech ETF – Check FBT price, review total assets, see historical growth, and review the analyst rating from Morningstar. Sep 14, 2023 · To look for undervalued biotechnology stocks, we turned to the Morningstar US Biotechnology Index, which tracks the stocks of companies that operate in the biotechnology industry in the United States. Three funds made it through the screen. Oct 8, 2025 · The Best REITs to Buy These 12 undervalued real estate stocks pay dividends and trade at attractive prices. Portfolios on this list include businesses that provide products and services to help protect systems and networks from Find the top rated Health mutual funds. Oct 3, 2025 · FBDIX - Franklin Biotechnology Discovery A - Review the FBDIX stock price, growth, performance, sustainability and more to help you make the best investments. Fintech Funds Financial technology (fintech) strategies focus on companies facilitating or exposed to technological developments in banking and financial services. We wanted to analyse some of the best biotechnology equity funds to invest as per Morningstar total returns 5 years annualised. Oct 3, 2025 · FBTDX - Franklin Biotechnology Discovery C - Review the FBTDX stock price, growth, performance, sustainability and more to help you make the best investments. See Morningstar's sustainability rating and other ESG pillars to help you invest wisely. Feb 27, 2020 · The category includes specialty biotech funds that posted outsize gains in 2013 and 2019, for instance, but have been much more volatile than this fund. Margin loan rates from 4. -listed equities in the biotechnology sector. Sep 30, 2025 · RYBOX - Rydex Biotechnology A - Review the RYBOX stock price, growth, performance, sustainability and more to help you make the best investments. Sep 2, 2025 · The Best Active ETFs to Buy These actively managed exchange-traded funds earn high ratings from Morningstar today. Sep 30, 2025 · FBIOX Portfolio - Learn more about the Fidelity Select Biotechnology investment portfolio including asset allocation, stock style, stock holdings and more. Commission-free trading on stocks Sep 30, 2025 · FBIOX - Fidelity Select Biotechnology - Review the FBIOX stock price, growth, performance, sustainability and more to help you make the best investments. Stay informed to make smarter investment decisions. 14% of their portfolio in Biogen. Jul 11, 2024 · Best-Performing Mid-Cap Growth Funds For this screen, we looked for the mid-cap growth funds that have posted the top returns across multiple periods. Sep 30, 2025 · IBB Performance - Review the performance history of the iShares Biotechnology ETF to see it's current status, yearly returns, and dividend history. Aug 13, 2025 · Here are seven of the best biotech ETFs to buy today: Low commission rates start at $0 for U. Mar 15, 2023 · Amid the trying circumstances in the market right now, investors may be well served to target the best biotech ETFs to buy. Jul 10, 2025 · The Best ETFs and How They Fit in Your Portfolio Explore the different types of exchange-traded funds and what we see as the top options. If you want to skip our detailed discussion on the biotech industry, head directly to 5 Best Biotech ETFs To Buy. We first screened for funds in the top 33% of Mar 5, 2025 · The fund’s five- and 10-year returns top mid-growth peers and benchmark, yet it only rates as a 1-star fund because it has such extreme volatility. Review our list of all Charles Schwab ETFs that are available to invest in. Backed by expert analysis and market insights, these recommendations offer a diverse portfolio mix for both growth and stability. Health care stocks have been under the weather for most of 2025, but key sector fund vital signs look promising. Sep 30, 2025 · FBIOX Performance - Review the performance history of the Fidelity Select Biotechnology fund to see it's current status, yearly returns, and dividend history. Lamarck Biotech C, including investment strategy, performance history, expert analysis, and key metrics. In conclusion, biotech ETFs offer an easy way for investors to navigate the complex world of biotechnology investing and gain exposure to an exciting sector. Although during 2022 biotech funds suffered more than the market as a whole, in recent years and especially in recent months, in the heat of the expected interest rate cuts by central banks, the Sep 19, 2022 · Key Takeaways Biotechnology mutual funds significantly underperformed the benchmark Morningstar US Healthcare TR index in the past year. This Index does not incorporate Environmental, Social, or Governance (ESG) criteria. Sep 30, 2025 · PBE – Invesco Biotechnology & Genome ETF – Check PBE price, review total assets, see historical growth, and review the analyst rating from Morningstar. See Fidelity Advisor Biotechnology Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others. 30, 2025. . Sort by star rating, minimum initial investment, share class, and more. See the full list! 6 days ago · The iShares Biotechnology ETF seeks to track the investment results of an index composed of U. Sep 30, 2025 · SHPAX - Saratoga Health & Biotechnology A - Review the SHPAX stock price, growth, performance, sustainability and more to help you make the best investments. On the downside, the fund owned First Republic Bank. Sep 30, 2025 · FBTIX - Fidelity Advisor Biotechnology I - Review the FBTIX stock price, growth, performance, sustainability and more to help you make the best investments. Jul 1, 2025 · Get a detailed summary of AXA Framlington Biotech Fund - R Acc, including investment strategy, performance history, expert analysis, and key metrics. Aug 31, 2025 · FIJYX - Fidelity Advisor Biotechnology Z - Review the FIJYX stock price, growth, performance, sustainability and more to help you make the best investments. Review the Fidelity Advisor Biotechnology C fund for sustainability. 10 hours ago · Biotech stocks are emerging from a four-year slump. Sep 30, 2025 · XBI – State Street® SPDR® S&P® Biotech ETF – Check XBI price, review total assets, see historical growth, and review the analyst rating from Morningstar. Sep 29, 2025 · MUTF: VGHCX - Vanguard Health Care Inv - Review the VGHCX stock price, growth, performance, sustainability and more to help you make the best investments. Apr 30, 2025 · RYCFX - Rydex Biotechnology C - Review the RYCFX stock price, growth, performance, sustainability and more to help you make the best investments. Nov 14, 2022 · The best funds are the First Trust NYSE Arca Biotechnology Index Fund, Invesco Dynamic Biotechnology & Genome ETF, and VanEck Biotech ETF. S. ) It is Fidelity Select Biotechnology Fund (FBIOX) - Find objective, share price, performance, expense ratio, holding, and risk details. Jul 27, 2025 · Looking for low-cost index funds to invest in? These mutual funds and ETFs earn Morningstar’s top rating. 4 days ago · Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. The SPDR S&P Biotech exchange-traded fund XBI, a proxy for the sector, is up 25% so far this year through Oct. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns. Discover top investment opportunities in 2024! Explore 3 specialized funds, 5 top biotech stocks, 3 up-and-coming fund managers' picks, and the 4 best small cap ETFs for truly wealthy investors. Fundamentally, these exchange-traded funds benefit from permanent Jun 30, 2025 · Review the Fidelity Advisor Biotechnology A fund for sustainability. Feb 20, 2025 · Mid-cap growth funds have started 2025 with a bang, posting the highest returns of all Morningstar Style Box categories. Distributions are worth watching. Aug 31, 2025 · Review the latest Morningstar rating and analysis on the Fidelity Select Biotechnology fund to determine if it is the right investment decision for your goals. Sort by star rating, and category, or filter by active ETFs, bond ETFs and more. Security of data in an increasingly digital world is big business. See all ETFs tracking the Morningstar Health Care Index, including the cheapest and the most popular among them. Aug 5, 2024 · Each week we analyse a category of investment funds in an attempt to identify the best products based on a series of quantitative criteria. Stocks in the top 70% of the Jul 27, 2023 · Invests in the best biotech ETFs and other asset classes with Interactive Brokers. Aug 7, 2020 · Biotech ETFs provide access to this high-growth health care segment while limiting the impact of the industry's boom-or-bust nature. Oct 2, 2025 · Biotech ETFs offer investors exposure to the most innovative and growth-oriented industry within the traditionally defensive health care sector. Jun 11, 2025 · 3 Top US ETFs for 2025 and Beyond Great options for your portfolio. Funds in this category on average hold 2. Oct 3, 2025 · Stock exchange-traded funds, or equity ETFs, are often low-cost, tax-efficient instruments for investors to track popular indexes or leverage experienced manager choices to beat the market. Explore all of NerdWallet's investing content, including articles, product reviews and our picks for investment accounts. 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns. May 31, 2025 · FBTCX Portfolio - Learn more about the Fidelity Advisor Biotechnology C investment portfolio including asset allocation, stock style, stock holdings and more. Compare reviews and ratings on Financial mutual funds from Morningstar, S&P, and others to help find the best Financial mutual fund for you. We have selected the funds from Find the latest Fidelity Select Biotechnology Portfolio (FBIOX) stock quote, history, news and other vital information to help you with your stock trading and investing. The index measures the performance of companies that operate in the biotechnology industry in the US. The report summarizes our continuous, qualitative assessment of a funds' management team, performance objective, and stewardship to guide your investment decisions. Oct 1, 2025 · Here’s a little more about each of the best biotech stocks to buy, including commentary from the Morningstar analysts who cover each company. Although during 2022 biotech funds suffered more than the market as a whole, in recent years and especially in recent months, in the heat of the expected interest rate cuts by central banks, the category has recovered quite a lot, as we can see in this comparative chart. Sep 30, 2025 · BBH – VanEck Biotech ETF – Check BBH price, review total assets, see historical growth, and review the analyst rating from Morningstar. 31, beating the S&P 500 SPX by 9 Healthcare sector ETFs and mutual funds help you gain exposure to companies in biotechnology, pharmaceuticals, research services, home healthcare, hospitals, long-term-care facilities, and Sep 30, 2025 · IBB – iShares Biotechnology ETF – Check IBB price, review total assets, see historical growth, and review the analyst rating from Morningstar. 4 days ago · BIPIX - ProFunds Biotechnology UltraSector Inv - Review the BIPIX stock price, growth, performance, sustainability and more to help you make the best investments. Sep 30, 2025 · SWHFX - Schwab Health Care - Review the SWHFX stock price, growth, performance, sustainability and more to help you make the best investments. Oct 28, 2025 · Analyze the Fund Fidelity ® Select Biotechnology Portfolio having Symbol FBIOX for type mutual-funds and perform research on other mutual funds. Sep 30, 2025 · Review the Fidelity Select Biotechnology fund for sustainability. View mutual fund news, mutual fund market and mutual fund interest rates. 4 days ago · FBIOX | A complete Fidelity Select Biotechnology Portfolio mutual fund overview by MarketWatch. Oct 24, 2025 · BIPSX - ProFunds Biotechnology UltraSector Svc - Review the BIPSX stock price, growth, performance, sustainability and more to help you make the best investments. • The Morningstar RatingTM for funds, or “star rating,” is calculated for funds with at least a three-year history. This article explores a selection of the best biotech exchange-traded funds (ETFs) available, highlighting their key features, performance, and potential benefits for those interested in capitalizing on the advancements and growth May 16, 2025 · The Best ETFs for Tech Stock Investors Xtrackers, iShares, SPDR, and Amundi make the list as the tech sector recovers from a bad start to 2025. Oct 22, 2024 · The Thematic Fund Landscape in 7 Charts Despite the recent roller-coaster ride, thematic funds appear to take root. Jan 9, 2025 · Picking the right biotech stocks means the difference between treading water and impressive outperformance. This week it is the turn of the biotech equity category. twnx co ujd pubedb ijeruk yk 6jsx8p sra8tkp ftr1iwyw ksr5r