Investors seeking stability in the healthcare sector have recently turned their attention to two standout mutual funds: FBTIX and JNGLX. These funds have received some of the most attention in the press for their astounding performance, management methodologies, and expense ratios. Volatility in labor data is determining market sentiment. DATA MIXED RESULTS In fact, these funds are flourishing, demonstrating that there is a strong investment opportunity in the healthcare industry.
FBTIX, managed by Eirene Kontopoulos since July 15, 2018, carries a Zacks Mutual Fund Rank of #1 (Strong Buy) right now. This number one ranking is a testament to its efficient performance and highly strategic stewardship in a rapidly changing market. The fund’s annual expense ratio of 1.01% is high, but reasonable compared to its performance averages.
As of July 31, 2025, FBTIX has returned an annualized 20.29%. It has a 3-year return of 16.4% and a 5-year return of 10.2%. The portfolio claims impressive positions in companies such as … Top of the list are AbbVie Inc. (18%), Alnylam Pharmaceuticals, Inc. (8.6%) and Gilead Sciences, Inc. (7.5%). These investments further illustrate the fund’s strong performance and the fund’s dedication to investing in top firms in the healthcare space.
So far, results for JNGLX have been remarkable. Andy Acker has personally operated the company since assuming management on May 1, 2007. JNGLX has a Zacks Mutual Fund Rank of #2. With an annual expense ratio of only 0.80% it is a compelling option for investors focused on keeping costs low.
The fund’s 3-year return is 10.2% and its 5-year return is 9%. JNGLX as of June 30, 2025 has significant positions in Apple, Microsoft, Amazon, and Alphabet. They are the largest shareholders in Eli Lilly & Co (8.8%) and UnitedHealth Group Inc. Together, these holdings demonstrate a systematic tilt towards owning profitable incumbents within the healthcare space.
The stark difference in performance statistics of FBTIX versus JNGLX accentuates just how different these funds’ investment strategies have been. FBTIX has more growth potential, as it is much more concentrated in fast-growing biotech companies. JNGLX is much more conservative and works with larger and more established firms.
This mixed bag of labor data creates ambiguity when looking at the wider economy. These diverse healthcare mutual funds offer investors peace of mind and opportunity for long-term wealth creation. The ongoing demand for healthcare solutions and innovations suggests that these funds may continue to perform well amid changing economic conditions.