Overview Of Schwab Health Care Fund (SWHFX)

Schwab Health Care (SWHFX - Free Report) a Zacks Rank #2 (Buy) seeks long-term capital growth primarily investing at least 80% of its assets in securities issued by companies in the health care sector. The fund may invest in common stocks and other equity securities of foreign companies

This Sector - Health fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and Foreign Stock. Further, as of the last filing, JOHNSON & JOHNSON, PFIZER INC and MERCK & CO were the top holdings for SWHFX.

The Schwab Health Care fund, managed by Schwab Funds, carries an expense ratio of 0.8%. Moreover, SWHFX requires a minimal initial investment of $100.

SWHFX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 13.72%, 3 year 8.44% and 5 year 16.5%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .

SWHFX’s performance, as of the last filing, when compared to funds in its category was in the top 26% over the past 3 years.

Disclosure: Zacks.com contains statements and statistics that have been obtained from sources believed to be reliable but are not guaranteed as to accuracy or completeness. References to any specific ...

more
How did you like this article? Let us know so we can better customize your reading experience.

Comments

Leave a comment to automatically be entered into our contest to win a free Echo Show.