Schwab Health Care Fund Fundamentals
| SWHFX Fund | USD 26.76 0.01 0.04% |
Schwab Health Care fundamentals help investors to digest information that contributes to Schwab Health's financial success or failures. It also enables traders to predict the movement of Schwab Mutual Fund. The fundamental analysis module provides a way to measure Schwab Health's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Schwab Health mutual fund.
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Schwab Health Care Mutual Fund Price To Earning Analysis
Schwab Health's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Current Schwab Health Price To Earning | 5.32 X |
Most of Schwab Health's fundamental indicators, such as Price To Earning, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Schwab Health Care is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
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Based on the latest financial disclosure, Schwab Health Care has a Price To Earning of 5.32 times. This is much higher than that of the Schwab Funds family and significantly higher than that of the Health category. The price to earning for all United States funds is notably lower than that of the firm.
Schwab Health Care Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Health's current stock value. Our valuation model uses many indicators to compare Schwab Health value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Health competition to find correlations between indicators driving Schwab Health's intrinsic value. More Info.Schwab Health Care is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.64 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Schwab Health Care is roughly 1.57 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Schwab Health by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Schwab Health's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Schwab Health's earnings, one of the primary drivers of an investment's value.Schwab Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Schwab Health's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Schwab Health could also be used in its relative valuation, which is a method of valuing Schwab Health by comparing valuation metrics of similar companies.Schwab Health is currently under evaluation in price to earning among similar funds.
Fund Asset Allocation for Schwab Health
The fund invests 99.5% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.5%) .Asset allocation divides Schwab Health's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Schwab Fundamentals
| Price To Earning | 5.32 X | ||||
| Price To Book | 3.39 X | ||||
| Price To Sales | 1.63 X | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 7.29 % | ||||
| One Year Return | 13.74 % | ||||
| Three Year Return | 5.40 % | ||||
| Five Year Return | 10.22 % | ||||
| Ten Year Return | 15.16 % | ||||
| Net Asset | 798.82 M | ||||
| Cash Position Weight | 0.50 % | ||||
| Equity Positions Weight | 99.50 % |
About Schwab Health Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Schwab Health Care's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Schwab Health using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Schwab Health Care based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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 funds policy that under normal circumstances it will invest at least 80 percent 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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Health Care. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Schwab Health Care information on this page should be used as a complementary analysis to other Schwab Health's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..