About SUHIX
DWS Health and Wellness Fund – Class Institutional is an actively managed mutual fund focused on achieving long-term capital growth by investing primarily in companies connected to health and wellness. The fund targets a broad array of firms within the healthcare sector, encompassing sub-industries such as pharmaceuticals, health care equipment, biotechnology, life science tools and services, managed health care, and health care distributors. It also seeks opportunities in businesses that promote healthy lifestyles, including those involved in nutrition and physical wellness.
The portfolio consists exclusively of common stocks, featuring both established leaders and innovative emerging companies. As of the end of 2024, notable holdings include major players like Eli Lilly, UnitedHealth Group, Boston Scientific, and Johnson & Johnson, among others. The fund employs a fundamental, bottom-up investment approach and typically holds around 70 individual securities, aiming to balance exposure across various segments of the health and wellness spectrum.
DWS Health and Wellness Fund – Class Institutional plays a significant role in the market by offering specialized exposure to a sector that is central to demographic trends, societal well-being, and ongoing technological innovation in healthcare.
Fund Family DWS
Category Health
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol SUHIX
Share Class Institutional Class
Index S&P 500 TR
SUHIX had a total return of 16.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.20%.
