About LOGSX
The Live Oak Health Sciences Fund is a healthcare sector mutual fund focused on long-term capital growth through investments primarily in common stocks. It targets companies involved in the research, development, production, or distribution of products and services related to biotechnology, health services, medicine, or life sciences. The fund typically invests in large and mid-cap companies but has the flexibility to include firms of any size. Its investment approach combines quantitative and qualitative analysis to identify companies well positioned to benefit from technological advances and demographic trends within the healthcare industry. The portfolio emphasizes fundamentals such as valuation, earnings growth potential, competitive advantages, and management quality. With a long-term perspective, the fund aims to maintain relatively low portfolio turnover. Key holdings often include major healthcare companies like McKesson Corp, Amgen Inc, and Cardinal Health Inc. The Live Oak Health Sciences Fund plays a significant role within the healthcare investment landscape by providing focused exposure to health-related industries, combining growth potential with sector-specific expertise.
Fund Family Oak Associates
Category Health
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol LOGSX
Index S&P 500 Health Care TR
LOGSX had a total return of 19.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.89%.
