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Morningstar

DWS Health and Wellness S SCHLX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 44.14  /  +0.11 %
  • Total Assets 293.7 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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.

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the SCHLX 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 SCHLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SCHLX

More SCHLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

11.57 33.1 Mil
Healthcare

UnitedHealth Group Inc

9.21 26.3 Mil
Healthcare

Merck & Co Inc

4.73 13.5 Mil
Healthcare

Boston Scientific Corp

4.23 12.1 Mil
Healthcare

Novo Nordisk A/S ADR

4.15 11.9 Mil
Healthcare

Thermo Fisher Scientific Inc

3.76 10.7 Mil
Healthcare

Johnson & Johnson

3.48 10.0 Mil
Healthcare

AbbVie Inc

3.11 8.9 Mil
Healthcare

Danaher Corp

2.82 8.0 Mil
Healthcare

Vertex Pharmaceuticals Inc

2.80 8.0 Mil
Healthcare