Schwab Health Care FundSWHFX
Type
Mutual fund
Peer group
Global equity
Net assets
$614.7M
Expense ratio
0.80%
1-year return
+5.9%
3 years, a year
+4.1%
5 years, a year
+4.3%
Holdings
86
What it aims to do.
The fund seeks long-term capital growth.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| LLY Eli Lilly & Co | 12.00% |
| JNJ Johnson & Johnson | 7.21% |
| ABBV AbbVie Inc | 5.87% |
| MRK Merck & Co Inc | 4.37% |
| GILD Gilead Sciences Inc | 3.93% |
| UNH UnitedHealth Group Inc | 3.75% |
| JOBY Novartis AG | 2.99% |
| JOBY Medtronic PLC | 2.70% |
| SYK Stryker Corp | 2.63% |
| AMGN Amgen Inc | 2.63% |
More on SWHFX.
- SWHFX overview
- SWHFX holdings
- SWHFX risk
- SWHFX costs
- SWHFX money in and out
- SWHFX share classes
- Compare SWHFX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.