2 / 5 Stars
2 3 5 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 33 Health Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 34.94 percent over the past year, 21.02 percent over the past three years, 20.43 percent over the past five years, and 9.80 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||10.3%|
|3 Years (Annualized)||21.0%|
|5 Years (Annualized)||20.4%|
|10 Years (Annualized)||9.8%|
The investment seeks long-term growth of capital. Under normal circumstances, the fund will invest at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies in the health care and wellness sectors. It invests primarily in securities of US companies, but may invest in foreign companies as well. The fund may invest in companies of any size. While the fund invests mainly in common stocks, it may also invest up to 20% of total assets in US Treasury and US agency debt obligations.
Fees are Low compared to funds in the same category.
DWS Health and Wellness Fund has an expense ratio of 2.13 percent.
Risk is Average compared to funds in the same category according to Morningstar.