About SUHAX
DWS Health and Wellness Fund - Class A is an equity mutual fund focused on the healthcare sector, designed to provide long-term capital growth by investing primarily in U.S. healthcare companies. The fund targets a diverse array of businesses within the health industry, including pharmaceutical manufacturers, biotechnology firms, medical device companies, managed health care organizations, hospitals, and other providers of health-related products and services. Its portfolio also extends to companies that promote or facilitate healthy lifestyles, such as those involved in wellness and nutrition. With a strategy centered on identifying organizations capable of translating innovation into sustainable growth, the fund aims to capture much of the market’s upside potential while managing downside risks, resulting in a less volatile investment profile. As of the latest reports, the fund holds approximately 73 securities and manages around $265 million in assets, with notable holdings in major healthcare leaders like Eli Lilly, UnitedHealth Group, and Johnson & Johnson. Active portfolio management seeks to balance exposure across established sector leaders and emerging growth companies, making the fund a significant vehicle for investors seeking targeted participation in the evolving healthcare and wellness markets.
Fund Family DWS
Category Health
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol SUHAX
Share Class Class A
Index S&P 500 TR
SUHAX had a total return of 16.24% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.83%.
