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DWS Health and Wellness S SCHLX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 42.68  /  +1.16 %
  • Total Assets 303.6 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Health
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 27%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis SCHLX

Will SCHLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

DWS Health and Wellness S's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings SCHLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 46.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UnitedHealth Group Inc

9.55 27.2 Mil
Healthcare

Eli Lilly and Co

9.14 26.0 Mil
Healthcare

Merck & Co Inc

4.63 13.2 Mil
Healthcare

Johnson & Johnson

3.79 10.8 Mil
Healthcare

Thermo Fisher Scientific Inc

3.71 10.6 Mil
Healthcare

Boston Scientific Corp

3.61 10.3 Mil
Healthcare

Novo Nordisk A/S ADR

3.54 10.1 Mil
Healthcare

AbbVie Inc

3.18 9.1 Mil
Healthcare

Abbott Laboratories

2.95 8.4 Mil
Healthcare

Vertex Pharmaceuticals Inc

2.68 7.6 Mil
Healthcare