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    Schwab Health Care (SWHFX)

    25.86 Up 0.41(1.61%) Oct 2

    Profile as of Aug 30, 2015Get Profile for:
    Schwab Health Care
    Schwab Capital Trust101 Montgomery StSan Francisco, CA 94104
    Phone: 800-435-4000
    Fund Overview 
    Fund Family:Schwab Funds
    Net Assets:1.16B
    Year-to-Date Return:8.61%
    Morningstar Rating:3 stars
    Fund Inception Date:Jul 3, 2000
    Morningstar Style Box 
    [View Category Definition]
    View Top Health Funds
    About the Morningstar Style Box
    Management Information 
    Wei Li
    Lead Manager since Jun 14, 2013
    Wei Li, Ph.D., CFA, Portfolio Manager, is responsible for the day-to-day co-management of the fund. Prior to joining CSIM in 2012, Ms. Li spent more than ten years at BlackRock, Inc. (formerly Barclays Global Investors), where she held a number of positions. From 2001 to 2009, she worked in various roles in the Global Advanced Active group, including portfolio management and quantitative research for both U.S. and international equity markets. After 2009, she worked in the defined contribution research and product development area for almost two years.
    Investment Information 
    Min Initial Investment:100
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    SWHFX can be purchased from 90 brokerages.

    Fund Summary 
    The investment seeks long-term capital growth. To pursue its goal, the fund primarily invests in equity securities issued by companies in the health care sector. The health care sector may include, for example, drug and biotechnology companies, health care facilities operations, medical product manufacturers and suppliers, medical providers and medical services firms. It is the fund's policy that under normal circumstances it will invest at least 80% of its net assets in these securities; typically, the actual percentage will be higher. The fund will concentrate its investments in securities of companies in the health care sector.

    Fund Operations 
    Last Dividend (Dec 8, 2014) : 0.16
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Sep 30, 2015) : 57.00%
    Average for Category:45.32%
    Fees & Expenses 
    ExpenseSWHFXCategory Avg
    Annual Report Expense Ratio (net):0.80%1.35%
    Prospectus Net Expense Ratio:0.80%N/A
    Prospectus Gross Expense Ratio:0.80%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.28%
    Max Deferred Sales Load: N/A2.37%
    3 Yr Expense Projection*:255589
    5 Yr Expense Projection*:444904
    10 Yr Expense Projection*:9901,779
    * Per $10,000 invested