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Fund Intelligence | Best Managers | SUHIX Insights | SUHIX Score | SUHIX Performance | SUHIX Manager | SUHIX News | SUHIX Allocation | SUHIX Holdings Change

Mutual Fund Insights: DWS Health Care Instl Fund (SUHIX)

In-depth Analysis of DWS Health Care Instl Fund (SUHIX)

Mutual fund chart: DWS Health Care Instl Fund (SUHIX)

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See DWS Health Care Instl Fund (SUHIX) performance details as of February 28, 2010

  

    Last Trade: $24.97 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Leefin Lai

Fund Manager Tenure: 8.2 years   [Similar Funds: SUHAX  SUHBX  SUHCX ]
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)
Leefin Lai joined Deutsche Asset Management and the fund in 2001, previously serving as an analyst for Salomon Smith Barney and Paine Webber and as vice president/analyst for Citigroup Global Asset Management and Scudder Kemper Investments. Leefin Lai has over 14 years of investment industry experience. Leefin Lai holds the Chartered Financial Analyst designation.  Get more insights on Leefin Lai

  

What we like about DWS Health Care Instl Fund (SUHIX) What we like about DWS Health Care Instl Fund (SUHIX)

Data for DWS Health Care Instl Fund (SUHIX) as of February 28, 2010

  • DWS Health Care Instl Fund (SUHIX) management has been with DWS Health Care Instl Fund for 8.2 years
  • DWS Health Care Instl Fund (SUHIX) has good mid-term performance (3-year return 1.63% vs 0.87 % Health category average)
  • DWS Health Care Instl Fund (SUHIX) has good Long-term performance (5-year return 4.84% vs 4.77 % Health category average)
  • DWS Health Care Instl Fund (SUHIX) ratio of up-years vs down years is greater than 2
  • DWS Health Care Instl Fund (SUHIX) has a Morningstar rating of 4 and above
  • DWS Health Care Instl Fund (SUHIX) has an annual stock turnover rate of 29.00% vs Health average of 169.11%. It is good that DWS Health Care Instl management does not trade extensively for its return.
  • DWS Health Care Instl Fund (SUHIX) is less volatile than its peers as it has a 3-year Standard Deviation of 16.42, lower than category average of 18.82
  • DWS Health Care Instl Fund (SUHIX) has a lower management fee than its Health average: 1.05% vs 1.98%
  • DWS Health Care Instl Fund (SUHIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about DWS Health Care Instl Fund (SUHIX) What we are cautious about DWS Health Care Instl Fund (SUHIX)

Data for DWS Health Care Instl Fund (SUHIX) as of February 28, 2010

  • DWS Health Care Instl Fund is a focused fund with 34.43% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • DWS Health Care Instl Fund (SUHIX) has a less-than-ideal short-term performance (1-year return 38.27% vs 40.03 % Health category average)
  • DWS Health Care Instl Fund (SUHIX) is less safe compared to its Health peers
See DWS Health Care Instl Fund (SUHIX) performance details as of February 28, 2010

  

  

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DWS Health Care Instl Fund (SUHIX) Net Asset

Track net asset change of DWS Health Care Instl fund (SUHIX)

DateNet Asset
02/2010$180.07M
01/2010$10.28M
11/2009$10.26M
More historic net asset information on DWS Health Care Instl Fund (SUHIX)

  

DWS Health Care Instl Fund (SUHIX) Portfolio Allocation

Track portfolio allocation change of DWS Health Care Instl fund (SUHIX)

DateCashStockBondOther
09/20092.45%97.55%0%0%
06/20093.1%96.9%0%0%
03/20094.95%95.05%0%0%
Click here to see more historic asset allocation information on DWS Health Care Instl Fund (SUHIX)

  

Most Recent Top 10 Holdings in DWS Health Care Instl Fund (SUHIX)

Discover what DWS Health Care Instl Fund (SUHIX) manager is buying

30-Sep-09
JOHNSON AND JOHNS DC [2.93%]
Roche Holding AG [2.89%]
BAXTER INTL INC [2.87%]
Amgen Inc. [2.83%]
PFIZER INC [2.65%]
Celgene Corporation [2.51%]
Gilead Sciences, Inc. [2.5%]
MEDTRONIC INC [2.48%]
ABBOTT LABORATORIES [2.41%]
BECTON DICKINSON CO [2.27%]

30-Jun-09
Gilead Sciences, Inc. [3.29%]
Amgen Inc. [3.11%]
BECTON DICKINSON CO [3.09%]
Genzyme Corporation [3.05%]
JOHNSON AND JOHNS DC [2.87%]
THERMO FISHER SCIENT [2.83%]
QP Trust [2.79%]
BAXTER INTL INC [2.78%]
Roche Holding AG [2.69%]
Celgene Corporation [2.56%]

31-Mar-09
Gilead Sciences, Inc. [4.01%]
Genzyme Corporation [3.54%]
Roche Holding AG [3.39%]
BECTON DICKINSON CO [3.18%]
Amgen Inc. [3.18%]
BAXTER INTL INC [2.95%]
JOHNSON AND JOHNS DC [2.91%]
THERMO FISHER SCIENT [2.62%]
SCHERING PLOUGH CP [2.56%]
ABBOTT LABORATORIES [2.56%]
Click here for Stock Holding Change Map in DWS Health Care Instl Fund (SUHIX)

  

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