Eaton Vance Worldwide Health Sciences Fund
Shareclass
Eaton Vance Worldwide Health Sci A (ETHSX)
Type
Open-end mutual fund
Manager
Gender equality score
59
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 17 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
30/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Eaton Vance Worldwide Health Sciences Fund ETHSX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Sanofi SA2.5% of assets$24.35M invested
- 2. AstraZeneca PLC4.58% of assets$44.72M invested
- 3. Boston Scientific Corp3.27% of assets$31.89M invested
- 4. Novo Nordisk AS Class B4.89% of assets$47.75M invested
- 5. Illumina Inc0.81% of assets$7.94M invested
- 6. Johnson & Johnson3.19% of assets$31.09M invested
- 7. Bristol-Myers Squibb Co3.63% of assets$35.44M invested
- 8. CSL Ltd2.04% of assets$19.89M invested
- 9. Merck & Co Inc1.28% of assets$12.51M invested
- 10. Neurocrine Biosciences Inc1.62% of assets$15.78M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. JMDC Inc Ordinary Shares0.22% of assets$2.12M invested
- 2. Align Technology Inc0.72% of assets$6.98M invested
- 3. Option Care Health Inc0.57% of assets$5.53M invested
- 4. Coloplast AS Class B0.96% of assets$9.37M invested
- 5. Asahi Intecc Co Ltd0.44% of assets$4.29M invested
- 6. Teleflex Inc0.95% of assets$9.27M invested
- 7. Mettler-Toledo International Inc1.5% of assets$14.63M invested
- 8. IDEXX Laboratories Inc1.42% of assets$13.84M invested
- 9. The Cooper Companies Inc1.27% of assets$12.38M invested
- 10. McKesson Corp1.67% of assets$16.32M invested
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Financial performance
Performance data provided by
Find more financial data on ETHSX at Morningstar.com
Find more financial data on ETHSX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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