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ERHSX
Mutual Fund ticker: NASDAQ
AS OF
May 22 closing price
Price
$13.62
Change
-$0.08 (-0.58%)
Net Assets
906.76M

ERHSX Eaton Vance Worldwide Health Sci R Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth by investing in a worldwide and diversified portfolio of health sciences companies... Show more

Category: #Health
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), ABBVIE (NYSE:ABBV), AstraZeneca PLC (NASDAQ:AZN), Intuitive Surgical (NASDAQ:ISRG).

Industry description

The investment seeks long-term capital growth by investing in a worldwide and diversified portfolio of health sciences companies. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies principally engaged in the discovery, development, production or distribution of products related to scientific advances in health care, including biotechnology, pharmaceuticals, diagnostics, managed health care and medical equipment and supplies. It has a policy of investing at least 25% of its assets in investments in the medical research and health care industry.

Market Cap

The average market capitalization across the Eaton Vance Worldwide Health Sci R MF is 294.51B. The market cap for tickers in the group ranges from 1.27B to 739.66B. LLY holds the highest valuation in this group at 739.66B. The lowest valued company is ROG at 1.27B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Worldwide Health Sci R MF was -15%. For the same stocks of the MF, the average monthly volume growth was 69% and the average quarterly volume growth was 90%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 49
P/E Growth Rating: 63
Price Growth Rating: 57
SMR Rating: 100
Profit Risk Rating: 52
Seasonality Score: 0 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Health

Profile
Fundamentals
Details
Category
Health
Address
Eaton Vance Growth TrustTwo International PlaceBoston
Phone
N/A
Web
www.eatonvance.com
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ERHSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ERHSX has been closely correlated with VHCIX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if ERHSX jumps, then VHCIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ERHSX
1D Price
Change %
ERHSX100%
N/A
VHCIX - ERHSX
94%
Closely correlated
N/A
SHSAX - ERHSX
90%
Closely correlated
N/A
JFNIX - ERHSX
89%
Closely correlated
-2.02%
JNGLX - ERHSX
89%
Closely correlated
-2.00%
VGHCX - ERHSX
83%
Closely correlated
N/A
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