Eaton Vance Worldwide Health Sciences Fund

Eaton Vance Worldwide Health Sciences Fund

Eaton Vance Worldwide Health Sciences Fund
Last update 2020-01-31 55 Stocks (4 new)
Value $1.03 Bil Turnover 9 %
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Eaton Vance Worldwide Health Sciences Fund Profile

Jason Kritzer is a vice president of Eaton Vance Management, portfolio manager of the firm's health care fund and a senior equity analyst on Eaton Vance's growth and value teams. As a portfolio manager, he is responsible for buy and sell decisions, portfolio construction and risk management for the firm's health care portfolios. As an equity analyst, he is responsible for coverage of the pharmaceutical, health care equipment and biotechnology industries. He joined Eaton Vance in 2012.
Jason began his career in the investment management industry in 1999. He was previously affiliated with BlackRock, Inc. as a director and equity analyst covering the health care sector, and Putnam Investments as an equity research analyst covering health care, technology and business services. Prior to the investment management industry, Jason worked in the computer industry for Digital Equipment Corporation.

Eaton Vance Worldwide Health Sciences Fund Investing Philosophy

The Fund is managed by OrbiMed Advisors LLC, one of the world's largest health care-dedicated investment firms. OrbiMed's team of over 40 investment professionals, many with advanced scientific or medical training, spans five offices worldwide. Management's bottom-up stock selection is driven by proprietary research.
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Performance of Eaton Vance Worldwide Health S

Year Return % S&P500 % Excess Gain %
2019 25.99 30.58 -4.6
2018 5.98 -4.57 10.6
2017 16.24 21.7 -5.5
3-Year Cumulative (2017-2019) 55.21 (15.78/Year) 51.65 (14.89/Year) 3.56 (0.89/Year)
2016 -14.89 12 -26.9
2015 8.39 1.24 7.2
5-Year Cumulative (2015-2019) 43.18 (7.44/Year) 71.96 (11.45/Year) -28.76 (-3.99/Year)
2014 27.39 13.46 13.9
2013 44.56 32.31 12.2
2012 15.49 15.99 -0.5
2011 4.75 1.9 2.9
2010 11.13 15.05 -3.9
10-Year Cumulative (2010-2019) 254.49 (13.49/Year) 251.03 (13.38/Year) 3.46 (0.11/Year)
2009 9.89 26.35 -16.5
2008 -7.24 -36.79 29.6
2007 6.49 5.15 1.3
2006 -0.01 15.84 -15.9
2005 7.69 4.83 2.9
15-Year Cumulative (2005-2019) 314.34 (9.94/Year) 257.98 (8.87/Year) 56.36 (1.07/Year)
2004 6.81 10.7 -3.9
2003 30.46 28.18 2.3
2002 -25.94 -21.58 -4.4
2001 -6.63 -11.76 5.1
2000 81.56 -9.75 91.3
20-Year Cumulative (2000-2019) 624.87 (10.41/Year) 217.22 (5.94/Year) 407.65 (4.47/Year)
1999 23.98 20.38 3.6
1998 23.53 28.69 -5.2
1997 10.5 33.49 -23
1996 18.25 22.5 -4.2
1995 61.11 38.06 23
25-Year Cumulative (1995-2019) 2237.05 (13.43/Year) 1009.46 (10.10/Year) 1227.59 (3.33/Year)
1994 -6.32 0.38 -6.7
1993 26.4 10.08 16.3
1992 2.32 7.62 -5.3
1991 42.35 30.47 11.9
1990 5.12 -3.1 8.2
30-Year Cumulative (1990-2019) 4137.07 (13.30/Year) 1568.00 (9.83/Year) 2569.07 (3.47/Year)
1989 45.44 31.69 13.7
1988 2.89 16.61 -13.7
1987 -3.61 5.1 -8.7
1986 7.72 18.6 -10.9

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