Schwab Global Real Estate Fund

Type: Mutual Funds Symbol: SWASX Net Expense Ratio: 1.050%

Summary

Objective

The fund seeks capital growth and income consistent with prudent investment management.

Highlights

  • An actively managed fund that offers convenient access to the global real estate market
  • Provides exposure to a range of real estate securities, such as real estate investment trusts (REITs) and real estate operating companies (REOCs)
  • Seeks to deliver consistent, risk-adjusted return through a disciplined investment process that uses proprietary research as one of several inputs
  • An experienced investment team evaluates securities based on three components: fundamentals, valuation, and momentum

Fund Details

Performance

Portfolio