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Eaton Vance Worldwide Health Sciences Fund (ECHSX)

14.48 -0.10 (-0.69%)
At close: 8:01 PM EST
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DELL
  • Previous Close 14.58
  • YTD Return 10.33%
  • Expense Ratio 1.89%
  • Category Health
  • Last Cap Gain 51.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.02B
  • Beta (5Y Monthly) 0.72
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 15.00%
  • Last Dividend 0.15
  • Inception Date Oct 1, 2009

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies principally engaged in the discovery, development, production or distribution of products related to scientific advances in health care, including biotechnology, pharmaceuticals, diagnostics, managed health care and medical equipment and supplies. It has a policy of investing at least 25% of its assets in investments in the medical research and health care industry.

Eaton Vance

Fund Family

Health

Fund Category

1.02B

Net Assets

2009-10-01

Inception Date

Performance Overview: ECHSX

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Trailing returns as of 11/5/2024. Category is Health.

YTD Return

ECHSX
10.33%
Category
7.95%
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1-Year Return

ECHSX
22.00%
Category
30.16%
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3-Year Return

ECHSX
2.50%
Category
16.10%
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5-Year Return

ECHSX
8.94%
Category
15.71%
?

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Holdings: ECHSX

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Top 10 Holdings (54.77% of Total Assets)

SymbolCompany% Assets
LLY
Eli Lilly and Company 10.76%
UNH
UnitedHealth Group Incorporated 7.60%
NOVO-B.CO
Novo Nordisk A/S 7.05%
ABBV
AbbVie Inc. 5.25%
AZN.L
AstraZeneca PLC 4.99%
TMO
Thermo Fisher Scientific Inc. 4.48%
DHR
Danaher Corporation 3.81%
ROG.SW
Roche Holding AG 3.76%
ISRG
Intuitive Surgical, Inc. 3.70%
JNJ
Johnson & Johnson 3.36%

Sector Weightings

Recent News: ECHSX

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Research Reports: ECHSX

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