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SWHFX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
759.83M

SWHFX Schwab Health Care Forecast, Technical & Fundamental 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), Amgen (NASDAQ:AMGN), Gilead Sciences (NASDAQ:GILD).

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 194.58B. The market cap for tickers in the group ranges from 90.24B to 561.54B. LLY holds the highest valuation in this group at 561.54B. The lowest valued company is VRTX at 90.24B.

Volume

The average weekly volume growth across all stocks in the Schwab Health Care MF was -5%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was -0%

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: 50
Price Growth Rating: 51
SMR Rating: 46
Profit Risk Rating: 37
Seasonality Score: 27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Health

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

Correlation & Price change

A.I.dvisor indicates that over the last year, SWHFX has been loosely correlated with VHCIX. These tickers have moved in lockstep 33% of the time. This A.I.-generated data suggests there is some statistical probability that if SWHFX jumps, then VHCIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWHFX
1D Price
Change %
SWHFX100%
N/A
VHCIX - SWHFX
33%
Loosely correlated
-0.51%
VGHAX - SWHFX
31%
Poorly correlated
-0.66%
VGHCX - SWHFX
30%
Poorly correlated
-0.66%
PRHSX - SWHFX
27%
Poorly correlated
-0.78%
THISX - SWHFX
27%
Poorly correlated
-0.77%