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Schwab Health Care (SWHFX)


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Schwab Health Care

Schwab Capital Trust101 Montgomery StSan Francisco, CA 94104
877-824-5615
Management Information
Wei Li,Lead Manager since June 13, 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.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryHealth
Fund FamilySchwab Funds
Net Assets839.59M
YTD Return9.94%
Yield0.85%
Morningstar Rating★★★
Inception DateJul 2, 2000

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover54.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSWHFXCategory Average
Annual Report Expense Ratio (net)0.80%1.28%
Prospectus Net Expense Ratio0.80%N/A
Prospectus Gross Expense Ratio0.80%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.30%
Max Deferred Sales LoadN/A1.98%
3 Yr Expense Projection255N/A
5 Yr Expense Projection444N/A
10 Yr Expense Projection990N/A