Schwab Health Care
101 Montgomery St San Francisco CA 94104
Map
Phone: 800-435-4000
| Category: | Health | | Fund Family: | Schwab Funds | | Net Assets: | 448.75M | | Year-to-Date Return: | 16.44% | | Yield: | 0.62% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jul-00 |
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Larry M. Mano
Lead Manager since
03-Jul-00 | | | Mano is a managing director and portfolio manager of the Charles Schwab Investment Management, Inc. He joined the firm in Nov 1998. He worked for 20 years in equity management. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital growth. The fund invests at least 80% of net assets in equity securities issued by companies in the health care sector. It may also invest in futures contracts. The fund primarily invests in U.S. companies, but may invest up to 25% of net assets in the stocks of publicly traded companies located in countries other than the United States. It uses Schwab Equity Ratings to aid its stock selection. The fund is nondiversified. |
| Last Dividend
(23-Dec-08):
| 0.09 | | Last Cap Gain
(20-Dec-07):
| 0.10 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 134.89% |
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| Expense | SWHFX | Category
Avg | | Total Expense Ratio: | %
| 1.91% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.35% | | Max Deferred Sales Load: | %
| 2.88% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $719 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,076 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,105 |
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0.02% Nasdaq 0.00%
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