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Schwab Health Care Fund: (MF: SWHFX)
(NASDAQ Mutual Funds) As of Apr 19, 2024 08:00 PM ET
$25.84 USD
+0.09 (0.35%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in July 2000 and is managed by Charles Schwab Investment Management, Inc. The fund seeks long-term capital growth primarily investing at least 80% of its assets in securities issued by companies in the health care sector. The fund may invest in common stocks and other equity securities of foreign companies. The fund offers dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Schwab Health Care | SWHFX | NA | NA | 0.00 | 0.00 | 0.53 | 0.79 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Schwab Health Care Fund | SWHFX | 25.75 | 6/30/2000 | 0.00 | 13.29 | 7.92 | 9.59 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Schwab Health Care | SWHFX | 0 | 0 | 0 | A |
Contact Information
| Family | Schwab Funds |
| Address | 101 Montgomery St San Francisco, CA 94104 |
| Phone | 800 407-0256 |