Morningstar

DWS Health and Wellness Fund - Class Inst SUHIX

Morningstar Medalist Rating
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Medalist Rating as of See DWS Investment Hub
  • NAV / 1-Day Return $50.42  /  −0.32 %
  • Fund Size $274.1M
  • Adjusted Expense Ratio 1.040%
  • Net Expense Ratio 1.040%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Health
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.27%
  • Turnover Ratio 2%
NAV and 1-Day Return as of

Morningstar’s Analysis SUHIX

Will SUHIX outperform in the 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 SUHIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DWS Health and Wellness Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings SUHIX

More SUHIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

12.36 33M
Healthcare

Johnson & Johnson

6.33 17M
Healthcare

Merck & Co Inc

5.29 14M
Healthcare

UnitedHealth Group Inc

5.00 13M
Healthcare

AbbVie Inc

4.91 13M
Healthcare

Thermo Fisher Scientific Inc

3.76 10M
Healthcare

Amgen Inc

3.18 9M
Healthcare

AstraZeneca PLC

2.88 8M
Healthcare

Novartis AG ADR

2.78 7M
Healthcare

Abbott Laboratories

2.68 7M
Healthcare

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