To pursue its goal, the fund maintains a defined asset allocation. The fund's target allocation includes stock, bond and cash investments. Its allocation focuses on stock investments, while including some bonds and cash investments in seeking to reduce the fund's volatility. The fund seeks to remain close to the target allocations of approximately 80% equity, 16% fixed income and 4% cash and cash equivalents (including money market funds).
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Schwab MarketTrack Growth Portf
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SWHGX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on SWHGX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Schwab MarketTrack Growth Portf
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Pre-filled with SWHGX's historical average return
Important: This projection uses simplified assumptions based on SWHGX'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
FSMEXFidelity Select Portfolio Medic
PRHSXT. Rowe Price Health Sciences F
SWHEXSchwab Hedged Equity Fund Selec
SWHGX is the ticker symbol for Schwab MarketTrack Growth Portf, a Health mutual fund managed by Schwab. To pursue its goal, the fund maintains a defined asset allocation. The fund's target allocation includes stock, bond and cash investments. Its allocation focuses on stock investments, while including some bonds and cash investments in seeking to reduce the fund's volatility. The fund seeks to remain close to the target allocations of approximately 80% equity, 16% fixed income and 4% cash and cash equivalents (including money market funds).
SWHGX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
SWHGX has posted a 1-year return of +26.03%, 3-year return of +22.77%, 5-year return of +13.27%, 10-year return of +294.14%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
SWHGX has no minimum initial investment requirement, making it accessible to all investors regardless of account size.
Whether SWHGX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% 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.