Schwab Health Care Fund

Class No Load (SWHFX)
Scorecard
4 / 5 Stars
Lipper
3 3 5 5 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

#8 in Health

U.S. News evaluated 33 Health Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 31.60 percent over the past year, 21.50 percent over the past three years, 22.02 percent over the past five years, and 12.24 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 11.3%
1 Year 31.6%
3 Years (Annualized) 21.5%
5 Years (Annualized) 22.0%
10 Years (Annualized) 12.2%

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Summary

The investment seeks long-term capital growth. The fund invests at least 80% of its net assets in equity securities issued by companies in the health care sector. To aid its U.S. stock selection, it uses Schwab Equity Ratings®. The fund primarily invests in U.S. companies, but may invest up to 25% of its net assets in the stocks of publicly traded companies located in countries other than the United States. For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, it may invest up to 100% of its assets in cash, money market instruments, repurchase agreements and other short-term obligations.

Fees

Fees are Low compared to funds in the same category.
Schwab Health Care Fund has an expense ratio of 0.82 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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