In-Gene-Ious Investing

At A Glance



  • Fund Name: Eaton Vance Worldwide Health Sciences Fund (ETHSX)
  • Managed By: OrbiMed Advisors Inc. for Eaton Vance.
  • Portfolio Manager: Samuel D. Isaly
  • Total Assets: $450 million
  • Top Holding: Abjenix, Altana AG, Fujisawa, Roach, Serono, Warner-Lambert
  • Average Annual Return: 20.26% for Class A, 20.12% for Class B (since its inception date in 1985)
  • Maximum Load: 5.75% (B and C shares also available)
  • Total Expense Ratio: 1.64% for Class A shares, 2.24% for Class B shares
  • Minimum Initial Investment: $1,000
  • Management Fee: 1.1%
  • Phone: (800) 225-6265
  • Web Site: www.eatonvance.com



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This article was originally published in the May 2000 print edition of Entrepreneur with the headline: In-Gene-Ious Investing.

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