SWHFX Mutual Fund (Schwab Health Care Fund) is managed by Charles Schwab Asset Management with $658.3M in net assets. SWHFX expense ratio is 0.79%, holding 83 positions across sectors including Health Care, Unknown, Financials. Inception date: 2000-07-03.

SWHFX performance shows a YTD return of 4.69%. The 1-year return is 16.97% and the 5-year return is 8.29%. SWHFX dividend yield stands at 5.23%, paid annually.

SWHFX top holdings include Eli Lilly & Co (11.0%), Abbvie Inc (6.3%), Johnson & Johnson (5.8%), UnitedHealth Group Incorporated (4.6%), Thermo Fisher (4.1%). View all SWHFX holdings, sector breakdown, or dividend history.

SWHFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWHFX alternatives are available via the screener, along with tax-loss harvesting opportunities.