Morningstar

Schwab Health Care Fund™ SWHFX

Medalist Rating as of Aug 31, 2026 See Charles Schwab Investment Hub

Strategy

The investment seeks long-term capital growth. 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. It is the fund's policy that under normal circumstances it will invest at least 80% of its net assets in these securities; typically, the actual percentage will be higher. The fund will concentrate its investments in securities of companies in the health care sector.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SWHFX	Schwab Health Care Fund™	No Load	Open			Jul 3, 2000	$635.50M	0.800%	Below Average	$0	−$90.01M

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