ECHSX – Eaton Vance Worldwide Health Sci C Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth by investing in a worldwide and diversified portfolio of health sciences companies. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies principally engaged in the discovery, development, production or distribution of products related to scientific advances in health care, including biotechnology, pharmaceuticals, diagnostics, managed health care and medical equipment and supplies. It has a policy of investing at least 25% of its assets in investments in the medical research and health care industry.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EIHSX	Eaton Vance Worldwide Health Sciences Fund Class I	Institutional	Open			Oct 1, 2009	$167.35M	0.930%	Average	$1M	−$26.99M
ETHSX	Eaton Vance Worldwide Health Sciences Fund Class A	Front Load	Open			Jul 26, 1985	$549.97M	1.180%	Below Average	$1,000	−$83.19M
ECHSX	Eaton Vance Worldwide Health Sciences Fund Class C	Level Load	Open			Jan 5, 1998	$12.51M	1.930%	Average	$1,000	−$6.24M
ERHSX	Eaton Vance Worldwide Health Sciences Fund Class R	Retirement, Medium	Open			Sep 8, 2003	$49.19M	1.430%	Average	$1,000	−$6.23M

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