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SWHFX
Mutual Fund ticker: NASDAQ
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SWHFX price forecast, quote, news & analysis

Category: @Health
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), ABBVIE (NYSE:ABBV), Abbott Laboratories (NYSE:ABT), Amgen (NASDAQ:AMGN).

Industry description

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.

Market Cap

The average market capitalization across the Schwab Health Care MF is 299.93B. The market cap for tickers in the group ranges from 3.51M to 739.66B. LLY holds the highest valuation in this group at 739.66B. The lowest valued company is NOVN at 3.51M.

Volume

The average weekly volume growth across all stocks in the Schwab Health Care MF was 50%. For the same stocks of the MF, the average monthly volume growth was 71% and the average quarterly volume growth was 75%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 34
P/E Growth Rating: 57
Price Growth Rating: 55
SMR Rating: 41
Profit Risk Rating: 28
Seasonality Score: 63 (-100 ... +100)
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General Information

Category Health

Profile
Fundamentals
Details
Category
Health
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com