SWHFX Mutual Fund

SWHFX Mutual Fund (Schwab Health Care Fund) is managed by Charles Schwab Asset Management with $640.7M in net assets. SWHFX expense ratio is 0.80%, holding 92 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2000-07-03.

SWHFX performance shows a YTD return of 6.56%. The 1-year return is 20.48% and the 5-year return is 4.54%. SWHFX dividend yield stands at 5.14%, paid annually.

SWHFX top holdings include Eli Lilly & Co. (13.9%), Johnson & Johnson - Common (6.9%), Abbvie Inc. (5.8%), Merck & Company Inc (5.0%), Unitedhealth Group Incorporated (4.7%). 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.