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Rated
out of 157 funds in the Specialty-Health category by Morningstar.The Overall Morningstar Rating as of 12/31/2009 is derived from a weighted average of the risk adjusted performance figures associated with a fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics. Schwab Health Care FundThe health care industry is generally thriving with new ideas and innovations, from genetic engineering and biotechnology to pharmaceuticals and cutting-edge medicine. The sector offers some strong investment opportunities—if you know how to diagnose the right companies to invest in. The Schwab Health Care Fund offers healthy growth potential and has consistently outperformed the S&P Health Care Sector benchmark since inception. The fund:
Schwab Health Care Fund Performance
Click on the fund symbol to view details and month and performance information Performance data quoted represents past performance and does not indicate future results. Visit Schwab.com for month-end performance information. Current performance may be lower or higher. Investment value will fluctuate, and shares when redeemed, may be worth more or less than original cost.
As it’s difficult to research any specific industry, the Schwab Equity Ratings disciplined approach can help you invest in what Schwab believes are the best-performing companies from the health care sector. The Schwab Health Care Fund is part of the suite of actively managed Schwab Funds®, each with a disciplined investment approach. Schwab Funds reflects an unwavering commitment to offer the right selection of funds to meet your long-term financial needs. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can view, download and print a prospectus by clicking on Prospectuses & Reports. Please read the prospectus carefully before investing. Morningstar Disclosure Morningstar proprietary ratings reflect historical risk-adjusted performance as of 12/31/2009. The Schwab Health Care Equity Fund was ranked 4 stars overall in the Specialty-Health category as of 12/31/2009. It was rated 3 stars out of 157 funds for the three-year period ending 12/31/2009. It was rated 4 stars out of 143 funds for the five-year period ending 12/31/2009. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The top 10% of the funds in an investment category receive 5 stars, 22.5% receive 4 stars, 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Dow Jones World Health Care Index measures the performance of healthcare providers, researchers, and supplies producers around the world. The index is quoted in U.S. Dollars. Because they are more concentrated, sector funds may be more volatile over the short term, and do not represent a complete investment program. Trades in no-load mutual funds available through Mutual Funds OneSource service (including SchwabFunds) as well as certain other funds, are available without transaction fees when placed through schwab.com or our automated phone channels. For each of these trade orders placed through a broker, a $25 service charge applies. Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds. Funds are also subject to management fees and expenses. 1. Schwab and the investment adviser have agreed to limit the fund's "net operating expenses" as stated in the prospectus for each fund, for so long as the investment adviser serves as the adviser to the fund. This agreement may only be amended or terminated with the approval of the fund's Board of Trustees. The limitation excludes interest, taxes, expenses for dividends and interest paid on securities sold short, and certain non-routine expenses, which may result in a fund incurring net operating expenses above the limitation. (0209-7842) | |||||||||||||||||||||||||||||||||||||||||