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    Schwab Health Care (SWHFX)

    27.08 Up 0.18(0.67%) Mar 2
    Prev Close:26.90
    YTD Return*:2.96%
    Net Assets*:1.07B
    Yield*:0.74%

    * As of 31-Jan-15

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

    Headlines

    ┬╗ More Headlines for SWHFX

    Top Holdings

    Symbol% AssetsYTD Return %
    PFE6.731.61
    JNJ6.09-3.58
    GILD5.9412.66
    AMGN4.89-4.26
    MRK4.897.20

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.07B
    Category:Health
    Annual Report Expense Ratio (net):0.80%

    Performance & Risk

    YTD Return:2.96%
    5y Avg Return:20.87%
    Rank in Category (ytd):34
    % Rank in Category (ytd):26.56%
    Beta (3y):0.78
    Morningstar Risk Rating:2

    Fund Summary

    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
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