SWHFX Mutual Fund (Schwab Health Care Fund) is managed by Charles Schwab Asset Management with $648.9M in net assets. SWHFX expense ratio is 0.80%, holding 86 positions across sectors including Health Care, Unknown, Financials. Inception date: 2000-07-03.

SWHFX performance shows a YTD return of 2.11%. The 1-year return is 23.11% and the 5-year return is 5.13%. SWHFX dividend yield stands at 5.37%, paid annually.

SWHFX top holdings include Eli Lilly And Company (12.0%), JOHNSON AND JOHNSON (7.2%), Abbvie Inc Health Care (5.9%), Merck & Co. Inc. (4.4%), Gilead Sciences Inc (3.9%). View all SWHFX holdings, sector breakdown, or dividend history.

SWHFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWHFX alternatives are available via the screener, along with tax-loss harvesting opportunities.