Schwab Health Care Fund Quote
| SWHFX Fund | USD 24.97 0.09 0.36% |
PerformanceVery Weak
| Odds Of DistressLow
|
Schwab Health is trading at 24.97 as of the 1st of March 2025; that is 0.36 percent down since the beginning of the trading day. The fund's open price was 25.06. Schwab Health has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of December 2024 and ending today, the 1st of March 2025. Click here to learn more.
To pursue its goal, the fund primarily invests in equity securities issued by companies in the health care sector. The health care sector may include, for example, pharmaceutical and biotechnology companies, health care facilities operations, medical product manufacturers and suppliers, medical providers and medical services firms. More on Schwab Health Care
Moving together with SCHWAB Mutual Fund
SCHWAB Mutual Fund Highlights
| Thematic Idea | Healthcare Funds (View all Themes) |
| Fund Concentration | Schwab Funds, Large Blend Funds, Health Funds, Healthcare Funds, Health, Schwab Funds, Large Blend, Health (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab Health Care [SWHFX] is traded in USA and was established 1st of March 2025. Schwab Health is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Health category and is part of Schwab Funds family. The entity is thematically classified as Healthcare Funds. This fund at this time has accumulated 798.82 M in assets with no minimum investment requirementsSchwab Health Care is currently producing year-to-date (YTD) return of 7.02% with the current yeild of 0.01%, while the total return for the last 3 years was 4.5%.
Check Schwab Health Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on SCHWAB Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SCHWAB Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Health Care Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Health Care Mutual Fund Constituents
| BIIB | Biogen Inc | Stock | Health Care | |
| MDT | Medtronic PLC | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| ROG | Rogers | Stock | Information Technology | |
| RHHVF | Roche Holding AG | OTC Stock | Drug Manufacturers—General | |
| PFE | Pfizer Inc | Stock | Health Care | |
| NONOF | Novo Nordisk AS | Pink Sheet | Biotechnology |
Schwab Health Care Risk Profiles
| Mean Deviation | 0.6711 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.47 | |||
| Risk Adjusted Performance | (0.03) |
Schwab Health Against Markets
Other Information on Investing in SCHWAB Mutual Fund
Schwab Health financial ratios help investors to determine whether SCHWAB Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in SCHWAB with respect to the benefits of owning Schwab Health security.
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