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Overview of Schwab Health Care Fund (SWHFX)

Zacks Equity Research

Schwab Health Care (SWHFX) a Zacks Rank #2 (Buy) seeks long-term capital growth primarily investing at least 80% of its assets in securities issued by companies in the health care sector. The fund may invest in common stocks and other equity securities of foreign companies

This Sector - Health fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and Foreign Stock. Further, as of the last filing, JOHNSON & JOHNSON, PFIZER INC and MERCK & CO were the top holdings for SWHFX.

The Schwab Health Care fund, managed by Schwab Funds, carries an expense ratio of 0.8%. Moreover, SWHFX requires a minimal initial investment of $100.

SWHFX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 13.72%, 3 year 8.44% and 5 year 16.5%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .

SWHFX’s performance, as of the last filing, when compared to funds in its category was in the top 26% over the past 3 years.

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