DWS Health and Wellness Fund - Class C SUHCX

Morningstar Medalist Rating
  • NAV / 1-Day Return$25.76  /  +0.04%
  • Fund Size$283.0M
  • Adjusted Expense Ratio2.090%
  • Net Expense Ratio2.090%
  • Fee Level: DistributionAbove Average
  • Share Class TypeLevel Load
  • Morningstar CategoryHealth
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio2%

Morningstar’s Analysis SUHCX

Will SUHCX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DWS Health and Wellness C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings SUHCX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings49.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

12.3633M
Healthcare

Johnson & Johnson

6.3317M
Healthcare

Merck & Co Inc

5.2914M
Healthcare

UnitedHealth Group Inc

5.0013M
Healthcare

AbbVie Inc

4.9113M
Healthcare

Thermo Fisher Scientific Inc

3.7610M
Healthcare

Amgen Inc

3.189M
Healthcare

AstraZeneca PLC

2.888M
Healthcare

Novartis AG ADR

2.787M
Healthcare

Abbott Laboratories

2.687M
Healthcare

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