About SWHFX
The Schwab Health Care Fund is an actively managed mutual fund focused on providing investors with long-term capital growth by targeting companies within the health care sector. Its portfolio comprises a diverse range of health care-related businesses, including pharmaceutical and biotechnology firms, medical product manufacturers, suppliers, and health care service providers. Under normal conditions, the fund invests at least 80% of its net assets in equity securities issued by these types of companies, ensuring dedicated exposure to the sector.
Managed by an experienced team, the fund uses a disciplined investment process, integrating proprietary equity ratings and multi-factor analysis—considering growth, quality, sentiment, stability, and valuation—to select holdings. As of June 2025, the fund holds assets exceeding $640 million and maintains a portfolio of approximately 87 to 88 securities, with the top 10 holdings comprising a significant portion of its assets.
Nearly all of the fund’s allocation is dedicated to health care equities, with a heavy bias toward large-cap companies, reflecting the sector’s major players. The Schwab Health Care Fund serves investors seeking concentrated exposure to a critical sector of the global economy, offering access to innovation-driven industries such as biotechnology, pharmaceuticals, and advanced medical technologies.
Fund Family Schwab
Category Health
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SWHFX
Index Index is not available on Lipper Database
SWHFX had a total return of 13.09% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.86%.
