Nasdaq - Delayed Quote USD

DWS Health and Wellness A (SUHAX)

36.68 +0.06 (+0.16%)
At close: 8:00 PM EDT

Fund Summary

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 U.S. 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 U.S. Treasury and U.S. agency debt obligations.

DWS Health and Wellness A

Boston, MA 02110
345 Park Avenue

Fund Overview

Category Health
Fund Family DWS
Net Assets 303.69M
YTD Return 7.70%
Yield 0.00%
Morningstar Rating
Inception Date Dec 29, 2000

Fund Operations

Last Dividend 0.05
Last Cap Gain 49.00
Holdings Turnover 27.00%
Average for Category --

Fees & Expenses

Expense SUHAX Category Average
Annual Report Expense Ratio (net) 1.33% 1.03%
Prospectus Net Expense Ratio 1.33% --
Prospectus Gross Expense Ratio 1.33% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.37%
Max Deferred Sales Load -- 1.19%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Peter M. Barsa, Lead Manager since June 02, 2014
- Portfolio Manager and Equity Research Analyst for Small and Mid Cap Equities: New York - Joined the Company in 1999, equity research analyst covering consumer discretionary and consumer staples and global small cap equity research generalist. - BS in Finance, Villanova University

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers