SWHFX Mutual Fund

SWHFX Mutual Fund (Schwab Health Care Fund) is managed by Charles Schwab Asset Management with $658.7M in net assets. SWHFX expense ratio is 0.80%, holding 86 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2000-07-03.

SWHFX performance shows a YTD return of 3.36%. The 1-year return is 22.60% and the 5-year return is 4.13%. SWHFX dividend yield stands at 5.14%, paid annually.

SWHFX top holdings include Eli Lilly & Co. (14.6%), Johnson & Johnson - Common (7.2%), Abbvie Inc. (6.1%), Merck & Company Inc (4.9%), Unitedhealth Group Incorporated (4.8%). Go to all SWHFX holdings, SWHFX sectors, or SWHFX dividends.

SWHFX can be compared against other funds. Use SWHFX overlap to find shared positions, or SWHFX vs another fund for a side-by-side view. SWHFX alternatives are available via the screener, along with tax-loss harvesting opportunities.