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Eaton Vance Worldwide Health Sci A ETHSX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
14.07  /  0.99 %
Total Assets
1.1 Bil
Adj. Expense Ratio
1.230%
Expense Ratio
1.230%
Fee Level
Below Average
Longest Manager Tenure
4.97 years
Category
Health
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.44%
Turnover
38%

USD | NAV as of Jun 18, 2021 | 1-Day Return as of Jun 18, 2021, 9:42 PM GMT+00:00

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Morningstar’s Analysis

Will ETHSX outperform in future?

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

Process Pillar

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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

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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

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

Not a standout at this point.

Senior Analyst

Summary

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Eaton Vance Worldwide Health Sciences is middling overall, and all its share classes earn Morningstar Analyst Ratings of Neutral.

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