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DWS Health and Wellness Inst SUHIX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 44.49  /  −0.91 %
  • Total Assets 302.2 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Health
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 27%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 11:20 PM GMT+0

Morningstar’s Analysis SUHIX

Will SUHIX outperform in future?

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

DWS Health and Wellness Inst'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.

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Portfolio Holdings SUHIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 45.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UnitedHealth Group Inc

9.95 28.0 Mil
Healthcare

Eli Lilly and Co

8.36 23.5 Mil
Healthcare

Merck & Co Inc

4.23 11.9 Mil
Healthcare

Johnson & Johnson

3.79 10.6 Mil
Healthcare

Thermo Fisher Scientific Inc

3.70 10.4 Mil
Healthcare

Boston Scientific Corp

3.34 9.4 Mil
Healthcare

Novo Nordisk A/S ADR

3.23 9.1 Mil
Healthcare

AbbVie Inc

3.04 8.5 Mil
Healthcare

Abbott Laboratories

2.90 8.2 Mil
Healthcare

Danaher Corp

2.58 7.2 Mil
Healthcare