Live Oak Health Sciences Fund (LOGSX) Research

This fund primarily invests in the common stock of companies operating within the healthcare, medical, or life sciences fields. These businesses are typically involved in the research, development, manufacturing, or distribution of related products and services. Under normal market conditions, a minimum of 80% of the fund's net assets will be dedicated to equity investments in such health science enterprises. While the portfolio's main emphasis is on U.S. company common stocks, it retains the option to a lesser degree to include equity REITs, foreign company shares, and American Depositary Receipts, provided these investments meet the fund's established criteria.

Market snapshot

Symbol
LOGSX
Price
$23.54
Day change
-0.97%
Market cap
$48.5M
52-week range
19.81-24.84
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Appleseed Fund (APPLX)
  • Emerald Finance and Banking Innovation Fund (FFBFX)
  • Nuveen Large Cap Select Fund (FLRYX)
  • AMF Large Cap Equity Fund (IICAX)
  • Matrix Advisors Dividend Fund (MADFX)
  • Monetta Young Investor Growth Fund (MYIFX)
  • Paradigm Value Fund (PVFAX)
  • T. Rowe Price Target Retirement 2005 Fund (TRARX)

Open Live Oak Health Sciences Fund (LOGSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.