Schwab Fundamental Global Real Estate Index Fund

Type: Mutual Funds Symbol: SFREX Net Expense Ratio: 0.390%

Summary

Objective

The fund seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell RAFI™ Global Select Real Estate Index.

Highlights

  • Simple access to real estate companies, including real estate investment trusts (REITs), in U.S. and non-U.S. markets, including developed and emerging markets
  • A straightforward, low-cost fund with no investment minimum
  • Offers contrarian investing and disciplined rebalancing through a systematic process based on indexes with established track records
  • Offers the potential for value and yield factor exposure
  • Provides a complement to market-cap indexing and active management

Fund Details

Performance