Fund Ticker: HCRAX

Score: 33.9 out of 100

Bought: Pharmacy health-care provider CVS Caremark (CVS); Thermo Fisher Scientific (TMO), which makes scientific instruments, consumables, and chemicals

Sold: Global pharmaceutical companies Pfizer (PFE) and Merck (MRK)

Top 5 Holdings: Gilead Sciences (GILD), CVS Caremark (CVS), Thermo Fisher Scientific (TMO), Roche Holding (RO:SW), Abbott Laboratories (ABT)

Fund holdings analysis is based on the fund's most recently disclosed full portfolio, for the month ending Sept. 30, 2010. The model used to create a score gives equal weight to five criteria: total returns for one, three, and five years and Sharpe ratios—which show how well a fund's returns compensate investors for the risk taken—for three and five years.