Schwab Health Care (SWHFX)
* As of 31-Jan-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.80%|
Performance & Risk
|5y Avg Return:||20.87%|
|Rank in Category (ytd):||34|
|% Rank in Category (ytd):||26.56%|
|Morningstar Risk Rating:||2|
The investment seeks long-term capital growth.
The fund invests at least 80% of its net assets in equity securities issued by companies in the health care sector. To aid its U.S. stock selection, it uses Schwab Equity Ratings®. The fund primarily invests in U.S. companies, but may invest up to 25% of its net assets in the stocks of publicly traded companies located in countries other than the United States. For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, it may invest up to 100% of its assets in cash, money market instruments, repurchase agreements and other short-term obligations. View More