While investors typically don't think of healthcare stocks as a hot sector, managed care provider Humana (HUM) is this year's fifth-best performing stock on the S&P 500.
Humana shares have rallied following a series of stronger-than-expected earnings reports and improved company guidance.
Humana also got a boost after winning a major government contract to manage the healthcare policies for some 3 million servicemen and women under the Defense Department's TRICARE program.
Humana shares were also helped by broad investor interest in more defensive stocks in recent months, particularly as economic data has soured.
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