Live Oak Health Sciences (LOGSX) Fund Ranking and Research

Ranking, Research and Recommendation of Live Oak Health Sciences (LOGSX) Fund

Last Trade: $16.98 on 5/17/2013, Change: +0.09 (0.53%)

 

Fund Manager - Mark Oelschlager

Fund Manager Information

Fund Manager Tenure: 11.9 years
Fund Family: Oak Associates
Fund Category: Health
Fund Performance: Feb 27, 2013
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)
Mr. Oelschlager has more than 16 years of investment experience. He joined Oak Associates, ltd in 2000 and currently serves as a Portfolio Manager and Research Analyst for the Live Oak Health Sciences Fund, Pin Oak Equity Fund, and Red Oak Technology Select Fund. Previously, Mr. Oelschlager served as a Securities Analyst for the State Teachers Retirement System of Ohio. Mr. Oelschlager holds a B.A. in Economics from Trinity College, an M.B.A. from Ohio State University, and is a CFA charterholder.  Get more insights on Mark Oelschlager

 

Live Oak Health Sciences Fund (LOGSX) Profile

Fund Profile and Description

Live Oak Health Sciences Fund seeks long-term capital appreciation. Live Oak Health Sciences Fund normally invests at least 80% of net assets in the common stocks of companies engaged in the research, development, production, or distribution of products or services related to health care, medicine, or the life sciences. It generally invests in large- and medium-capitalization companies, but can invest in companies of any size. Live Oak Health Sciences Fund is non-diversified.

 

 What we like about Live Oak Health Sciences (LOGSX) Fund

Data for Live Oak Health Sciences Fund (LOGSX) as of Feb 27, 2013

• Live Oak Health Sciences Fund (LOGSX) management has been with Live Oak Health Sciences Fund for 11.9 years
• Live Oak Health Sciences Fund (LOGSX) has good mid-term performance (3-year return 13.81% vs 13.78% Health category median performance)
• Live Oak Health Sciences Fund (LOGSX) has good Long-term performance (5-year return 10.08% vs 8.41% Health category median performance)
• Live Oak Health Sciences Fund (LOGSX) ratio of up-years vs down years is greater than 2
• Live Oak Health Sciences Fund (LOGSX) has an annual stock turnover rate of 16.00% vs Health average of 65.23%. It is good that Live Oak Health Sciences management does not trade extensively for its return.
• Live Oak Health Sciences Fund (LOGSX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.24, lower than category average of 15.25
• Live Oak Health Sciences Fund (LOGSX) has a lower expense ratio than its Health average: 1.24% vs 1.52%
• Live Oak Health Sciences Fund (LOGSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about Live Oak Health Sciences (LOGSX) Fund

Data for Live Oak Health Sciences Fund (LOGSX) as of Feb 27, 2013

• Live Oak Health Sciences Fund (LOGSX) has a less-than-ideal short-term performance (1-year return 15.18% vs 20.36% Health category median performance)
• Live Oak Health Sciences Fund (LOGSX) has a Morningstar rating of 3 and below
• Live Oak Health Sciences Fund (LOGSX) is less safe compared to its Health peers
• As a Health focused fund, Live Oak Health Sciences Fund (LOGSX) is less diversified and has inherited sector risks associated with the fund

See Live Oak Health Sciences Fund (LOGSX) performance details as of Feb 27, 2013

 

Compare with other top Health category mutual funds

Aadditional top Health mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Live Oak Health Sciences	7.35	15.18	13.81	10.08
Fidelity Advisor Biotechnology A (FBTAX)	9.34	31.61	23.83	15.05	Compare
Franklin Biotechnology Discovery A (FBDIX)	11.01	27.14	20.61	14.10	Compare
Janus Global Life Sciences T (JAGLX)	9.46	23.64	16.20	8.66	Compare

See top fund managers for Health Category Funds

 

Compare with Health category ETFs

Some Health ETFs for your consideration

ETF	Year to Date	One Year	Three Year
Biotech HOLDRs (BBH)	11.01%	41.28%	0
First Trust NYSE Arca Biotech Index (FBT)	10.29%	29.06%	17.16%
PowerShares Dynamic Pharmaceuticals (PJP)	9.50%	25.43%	26.77%
iShares Nasdaq Biotechnology (IBB)	7.70%	24.73%	20.49%
iShares Dow Jones US Healthcare (IYH)	8.89%	22.81%	14.04%

 

Live Oak Health Sciences (LOGSX) Fund Net Asset

Track net asset change of Live Oak Health Sciences fund (LOGSX)

Date	Net Asset
02/2013	$35.18M
01/2013	$35.22M
12/2012	$33.22M

More historic net asset information on Live Oak Health Sciences Fund (LOGSX)

  

Live Oak Health Sciences (LOGSX) Fund Portfolio Allocation

Track portfolio allocation change of Live Oak Health Sciences fund (LOGSX)

Date	Cash	Stock	Bond	Other
12/2012	1.45%	98.55%	0%	0%
09/2012	0.78%	99.19%	0%	0.03%
06/2012	0.87%	99.1%	0%	0.03%

Click here to see more historic asset allocation information on Live Oak Health Sciences Fund (LOGSX)

 

Top 10 Holdings in Live Oak Health Sciences (LOGSX) Fund

Discover what Live Oak Health Sciences Fund (LOGSX) manager is buying

Dec 30, 2012 McKesson Corporation Common Sto [5.8%] AmerisourceBergen Corporation ( [5.75%] Pfizer, Inc. Common Stock [4.44%] Cardinal Health, Inc. Common St [4.44%] Amgen Inc. [4.37%] Zimmer Holdings, Inc. Common St [4.28%] ASTRAZENECA [4%] Becton, Dickinson and Company C [3.98%] C.R. Bard, Inc. Common Stock [3.86%] Waters Corporation Common Stock [3.67%]

Sep 29, 2012 AmerisourceBergen Corporation ( [5.15%] McKesson Corporation Common Sto [5.07%] Cardinal Health, Inc. Common St [4.4%] Pfizer, Inc. Common Stock [4.34%] Zimmer Holdings, Inc. Common St [4.28%] Amgen Inc. [4.21%] C.R. Bard, Inc. Common Stock [4.07%] ASTRAZENECA [3.99%] Becton, Dickinson and Company C [3.73%] Merck & Company, Inc. Common St [3.62%]

Jun 29, 2012 McKesson Corporation Common Sto [5.56%] AmerisourceBergen Corporation ( [5.27%] Cardinal Health, Inc. Common St [4.77%] C.R. Bard, Inc. Common Stock [4.21%] Zimmer Holdings, Inc. Common St [4.1%] Pfizer, Inc. Common Stock [4.04%] ASTRAZENECA PLC ORD SHS $0.25 [3.76%] Amgen Inc. [3.67%] UnitedHealth Group Incorporated [3.62%] GLAXOSMITHKLINE PLC ORD 25P [3.58%]

Click here for Stock Holding Change Map in Live Oak Health Sciences Fund (LOGSX)

  

Latest News on Live Oak Health Sciences (LOGSX) Fund

See what is happening with Live Oak Health Sciences Fund (LOGSX)

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See more information on Live Oak Health Sciences (LOGSX) Fund

Popular pages on Live Oak Health Sciences (LOGSX) Fund

• Live Oak Health Sciences (LOGSX) Fund Research and Recommendation
• Live Oak Health Sciences (LOGSX) Fund Performance Data
• Live Oak Health Sciences (LOGSX) Fund Manager Information
• Historic Live Oak Health Sciences (LOGSX) Fund Asset Allocation Report
• Historic Live Oak Health Sciences (LOGSX) Fund Top 10 Holding Tracking
• Historic Live Oak Health Sciences (LOGSX) Fund Asset Under Management Tracking