About ETHSX
Eaton Vance Worldwide Health Sciences Fund Class A is a diversified mutual fund focused on delivering long-term capital growth by investing in a global portfolio of health sciences companies. As a specialized fund, it targets equities within the healthcare sector, spanning industries such as pharmaceuticals, biotechnology, medical devices, health service providers, and hospital operators. The portfolio is structured to provide exposure to both U.S. and international healthcare companies, with significant holdings in industry leaders like Eli Lilly, Novo Nordisk, and UnitedHealth Group. This fund offers investors the opportunity to participate in the growth and innovation of the global health sciences sector, which is influenced by demographic trends, technological advancements, and ongoing medical research. Managed with a large growth investment style, it is suited for those interested in sector-specific strategies. The fund's performance is benchmarked against the MSCI World Health Care Index, reflecting its commitment to mirroring global healthcare trends. As of its latest reporting, the fund managed net assets nearing $1 billion and maintained an expense ratio around 1.17%, emphasizing both scale and sector expertise.
Fund Family Eaton Vance
Category Health
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol ETHSX
Share Class Class A
Index MSCI World/Health Care NR
ETHSX had a total return of 13.15% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.95%.
