Advertisement
Skip to Content
Morningstar

Eaton Vance Worldwide Health Sci A ETHSX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 12.62  /  1.12 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.210%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Health
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.21%
  • Turnover 27%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis ETHSX

Will ETHSX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ETHSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ETHSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of ETHSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Satisfactory rather than superior overall.

Senior Analyst

Summary

| by William Samuel Rocco

Eaton Vance Worldwide Health Sciences is an acceptable but not an exceptional source of exposure to its target sector, and all its share classes retain their Morningstar Analyst Ratings of Neutral.

Unlock our full analysis with Morningstar Investor