About ERHSX
Eaton Vance Worldwide Health Sciences Fund Class R is an actively managed mutual fund that targets long-term capital growth by investing globally in companies primarily engaged in health sciences. Its portfolio encompasses a diverse range of health care-related sectors, including biotechnology, pharmaceuticals, diagnostics, managed care, and medical equipment and supplies. The fund typically allocates at least 80% of its assets to businesses involved in the discovery, development, production, or distribution of health care products and services, aiming to capture innovation and growth across the global health sector.
Managed by a team based in Boston and London since 2016, the fund emphasizes a blend of large, established firms—such as Eli Lilly, UnitedHealth Group, and Novo Nordisk—and emerging companies with compelling research and development pipelines. Its managers seek stocks perceived to be undervalued relative to their fundamental prospects, leveraging sector expertise to navigate the complex and rapidly evolving health care landscape. With a minimum investment of $1,000 and an annual expense ratio of approximately 1.42%, this fund serves investors interested in accessing global opportunities within one of the world's most dynamic and innovation-driven industries.
Fund Family Eaton Vance
Category Health
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol ERHSX
Share Class Class R
Index MSCI World/Health Care NR
ERHSX had a total return of 14.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.57%.
