Mutual Fund Center
5 Health Care Funds for a Healthy Portfolio
SCHWAB HEALTH CARE FUND(SWHFX) Managed by Larry M. Mano since 2000, Vivienne Hsu since 2004 and Paul Alan Davis since 2006; total assets of $373.9 million; expenses of 0.83%; minimum initial investment of $100.
Schwab Health Care Fund is another solid offering with a strong 10-year record, yet is easily accessible to mutual fund investors with a minimum initial investment of just $100. Performance has benefited from smaller-cap value stocks in the United States, but the fund's top five holdings as of June 30 were all giants: Johnson & Johnson, Pfizer, Amgen, Merck & Co. and Abbott Laboratories(ABT). The fund has outperformed the Morningstar Health category year to date and over the past 12 months and 10 years. (It has lagged the category over the past three and five years.) Schwab Health Care has outperformed the S&P 500 over the past three, five and 10 years. It fell 25% in 2008 compared with the S&P 500's 37% loss and gained 20% last year compared with the index's 27% gain.|
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| Dow Jones | S&P 500 | NASDAQ | 10-Year Note |
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| 12,454.83 | 1,317.82 | 2,837.53 | 17.45 |
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