To pursue its investment objective, the fund establishes long and short positions in equity securities issued by U.S. companies. It will invest at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in equity securities issued by U.S. companies; typically, the actual percentage will be higher. The fund typically purchases or sells short stocks of companies that have market capitalizations of $1 billion or more at the time the stock is purchased or sold short.
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Schwab Hedged Equity Fund Selec
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SWHEX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on SWHEX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Schwab Hedged Equity Fund Selec
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Pre-filled with SWHEX's historical average return
Important: This projection uses simplified assumptions based on SWHEX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
VHCIXVanguard HealthCare Index Fund
SWHGXSchwab MarketTrack Growth Portf
FSMEXFidelity Select Portfolio Medic
PRHSXT. Rowe Price Health Sciences F
SWHEX is the ticker symbol for Schwab Hedged Equity Fund Selec, a Health mutual fund managed by Schwab. To pursue its investment objective, the fund establishes long and short positions in equity securities issued by U.S. companies. It will invest at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in equity securities issued by U.S. companies; typically, the actual percentage will be higher. The fund typically purchases or sells short stocks of companies that have market capitalizations of $1 billion or more at the time the stock is purchased or sold short.
SWHEX has an expense ratio of 0.02% per year. On a $10,000 investment, that amounts to roughly $2 annually in fund fees. This is considered a very low-cost fund.
SWHEX has posted a 1-year return of +9.94%, 3-year return of +10.00%, 5-year return of +8.80%, 10-year return of +8.70%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
SWHEX has no minimum initial investment requirement, making it accessible to all investors regardless of account size.
Whether SWHEX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.02% expense ratio, Health category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.