SWHFX : Schwab Health Care Fund™

SWHFX is a Sector Equity Market Healthcare with MODERATE fees.

SWHFX

Schwab Health Care Fund™

FI Score

36 /100

Expense Ratio Rating

5 /10

Expense Rating

2 /10

Market Score

5 /10

Category Score

0 /10

Market Size

5 /10

36% FI Score
  • swhfx
  • Mutual Fund
  • Sector Equity
  • Healthcare

Schwab Health Care Fund™

Expenses: 0.80% (Better than 1% of similar funds)

This is a bad choice for a Healthcare Sector Equity fund. See why »

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, pharmaceutical 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.

Largest Holdings

Amount Holding
8.24% Johnson & Johnson
6.16% Merck & Co Inc
4.54% Pfizer Inc
4.54% UnitedHealth Group Inc
4.44% Roche Holding AG Dividend Right Cert.
4.23% Amgen Inc
3.98% Medtronic PLC
3.79% AbbVie Inc
3.40% Abbott Laboratories
3.33% Gilead Sciences Inc
3.28% Thermo Fisher Scientific Inc
3.12% Novartis AG
3.06% Novo Nordisk A/S ADR
2.81% Bristol-Myers Squibb Company
2.57% Eli Lilly and Co
1.96% Vertex Pharmaceuticals Inc
1.80% Hoya Corp
1.65% Agilent Technologies Inc
1.65% Biogen Inc
1.62% Anthem Inc
1.62% Zoetis Inc Class A
1.53% Edwards Lifesciences Corp
1.48% Hologic Inc
1.22% Galapagos NV
1.17% CSL Ltd

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