SWHFX Rating, Research - Schwab Health Care

Schwab Health Care (swhfx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 47

Threats + Weaknesses = 30

When strengths & opportunities substantially exceed threats & weaknesses an investment in the swhfx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Schwab Health Care (SWHFX) Description: SWHFX is a mutual fund, which is an investment that owns a basket of assets. The SWHFX mutual fund was provided by Schwab and this investment vehicle derives the majority of its value from equity holdings (stocks). Schwabs mutual fund has a long management tenure and is in the average fund size classification. SWHFXs minimum initial investment amount is $100 while the IRA minimum is $100. SWHFXs expense ratio is roughly 1%. The latest SWHFXs front end load was 0% and the back end load was 0%. The Schwab Health Care (SWHFX) mutual fund falls under the health category. SWHFX focuses its investments in USA and SWHFX is focused on the health industry or fund sector. The Schwab Health Care (SWHFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SWHFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SWHFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund invests at least 80% of net assets in equity securities (see equity research) issued by companies in the health care sector. It primarily invests in U.S. companies, but may invest up to 25% of net assets in the stocks (see stock research) of publicly traded companies located in countries other than the United States. The fundses Schwab Equity Ratings to aid its stock selection. It is non-diversified.

Management Analysis Update

Schwab Health Care has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update