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    Schwab Health Care (SWHFX)

    20.13 Down 0.34(1.66%) Feb 8
    Prev Close:20.47
    YTD Return*:-9.00%
    Net Assets*:970.84M
    Yield*:0.65%

    * As of 31-Jan-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    GILD6.66N/A
    JNJ6.02N/A
    AMGN6.01N/A
    PFE5.07N/A
    CELG4.17N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:970.84M
    Category:Health
    Annual Report Expense Ratio (net):0.79%

    Performance & Risk

    YTD Return:-9.00%
    5y Avg Return:17.11%
    Rank in Category (ytd):12
    % Rank in Category (ytd):9.38%
    Beta (3y):0.92
    Morningstar Risk Rating:2

    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. View More
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