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Eaton Vance Worldwide Health Sci C ECHSX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 14.63  /  +0.69 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.890%
  • Expense Ratio 1.890%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Health
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 21%

USD | NAV as of Jul 20, 2024 | 1-Day Return as of Jul 20, 2024, 12:13 AM GMT+0

Morningstar’s Analysis ECHSX

Will ECHSX outperform in future?

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

A decent global healthcare vehicle for the long haul.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Eaton Vance Worldwide Health Sciences remains a solid source of global exposure to healthcare stocks rather than an outstanding one. The strategy retains its People and Process ratings of Average.

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Portfolio Holdings ECHSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 55.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

10.36 105.4 Mil
Healthcare

Novo Nordisk A/S Class B

7.54 76.6 Mil
Healthcare

UnitedHealth Group Inc

6.99 71.1 Mil
Healthcare

AstraZeneca PLC

5.39 54.7 Mil
Healthcare

AbbVie Inc

5.02 51.0 Mil
Healthcare

Thermo Fisher Scientific Inc

4.94 50.2 Mil
Healthcare

Intuitive Surgical Inc

4.05 41.1 Mil
Healthcare

Danaher Corp

3.98 40.5 Mil
Healthcare

Boston Scientific Corp

3.58 36.4 Mil
Healthcare

Sanofi SA

3.33 33.8 Mil
Healthcare