Yahoo
Nasdaq - Delayed Quote USD

Schwab Health Care (SWHFX)

29.16 -0.07 (-0.24%)
At close: 8:07:19 PM EST
Chart Range Bar
Loading chart for SWHFX
  • Previous Close 29.23
  • YTD Return 4.39%
  • Expense Ratio 0.80%
  • Category Health
  • Last Cap Gain 40.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Net Assets 632.53M
  • Beta (5Y Monthly) 0.46
  • Yield 0.90%
  • 5y Average Return --
  • Holdings Turnover 41.00%
  • Last Dividend 0.25
  • Inception Date Jul 3, 2000

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.

Schwab Funds

Fund Family

Health

Fund Category

632.53M

Net Assets

2000-07-03

Inception Date

Performance Overview

View More

Trailing returns as of 10/30/2026. Category is Health.

YTD Return

SWHFX
4.39%
Category
7.95%

1-Year Return

SWHFX
15.11%
Category
30.16%

3-Year Return

SWHFX
8.73%
Category
16.10%

5-Year Return

SWHFX
4.98%
Category
15.71%

People Also Watch

Holdings

View More

Sector Weightings

Recent News

View More

Research Reports

View More

Top Mutual Funds

Mobilize your Website
View Site in Mobile | Classic
Share by: