About ECHSX
Eaton Vance Worldwide Health Sciences Fund Class C is a mutual fund share class that provides investors with targeted exposure to the global health sciences sector. As part of a diversified global equity fund, it primarily invests in companies engaged in the discovery, development, production, or distribution of health care-related products and services. These include biotechnology, pharmaceuticals, diagnostics, managed health care, medical equipment, and supplies. The fund's portfolio managers, based in Boston and London, select stocks considered reasonably priced relative to their fundamental value, emphasizing long-term growth potential through factors like market share expansion for larger firms and research and development prospects for smaller ones. With a concentrated focus on approximately 43 holdings, significant allocations go to leading firms in pharmaceuticals, health care services, and facilities, alongside geographic emphasis on North America, Europe, and Asia/Pacific regions. Managed against the MSCI World Health Care Index benchmark, the fund seeks long-term capital growth by capitalizing on sector drivers such as demographic aging, scientific innovation, and rising global incomes. Eaton Vance Worldwide Health Sciences Fund Class C serves as a specialized vehicle for those interested in health care sector opportunities within a worldwide framework.
Fund Family Eaton Vance
Category Health
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol ECHSX
Share Class Class C
Index MSCI World/Health Care NR
ECHSX had a total return of -1.50% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.48%.
