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HLDRX

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1d
1w
1m

Analysis and statistics

  • Open
    4.9147$
  • Previous Close
    4.9147$
  • 52 Week Change
    --
  • Day Range
    0.00$
  • 52 Week High/Low
    --
  • Dividend Per Share
    --
  • Market cap
    --$
  • EPS
    --
  • Beta
    --
  • Volume
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About

HLDRX.US represents the Schwab Health Care Fund. It's a mutual fund managed by Charles Schwab Investment Management, Inc. that primarily invests in companies engaged in the development, production, or distribution of products and services related to healthcare. The fund aims to provide long-term capital appreciation by focusing on the healthcare sector, which includes pharmaceuticals, biotechnology, medical devices, healthcare services, and healthcare technology. Investors should consider the fund's investment objectives, risks, charges, and expenses carefully before investing.
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Factors

Market Interest Rates: Changes in interest rates, particularly those set by the Federal Reserve, can influence HLDRX's net asset value as bond yields adjust.

Credit Quality of Holdings: The creditworthiness of the bonds within HLDRX's portfolio directly impacts its price. Downgrades can lower the price.

Inflation Expectations: Anticipated future inflation erodes the value of fixed-income assets. Higher inflation expectations can decrease HLDRX's price.

Economic Growth: Stronger economic growth can sometimes lead to higher interest rates, which may negatively affect bond prices in HLDRX.

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