Schwab Global Real Estate Select
Schwab Investments. 101 Montgomery Street San Francisco, CA 94104
Map
Phone: 800-407-0256
| Category: | Global Real Estate | | Fund Family: | Schwab Funds | | Net Assets: | 145.58M | | Year-to-Date Return: | 36.79% | | Yield: | 2.14% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-May-07 |
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Dionisio Meneses, JR
Lead Manager since
31-May-07 | | | Meneses is a managing director and portfolio manager of the investment adviser. He joined the firm in 2007 and has worked in real estate research and analysis since 1985. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital growth and income consistent with prudent investment management. The fund normally invests at least 80% of assets in securities of real estate companies and companies related to the real estate industry. It may invest a significant portion of assets in real estate investment trusts (REITs) and other similar REIT-like structures. The fund does not invest directly in real estate. It is nondiversified. |
| Last Dividend
(30-Sep-09):
| 0.03 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 108.00% | | Average for Category:
| 70.50% |
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| Expense | SWASX | Category
Avg | | Total Expense Ratio: | %
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.97% | | Max Deferred Sales Load: | %
| 2.03% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $767 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,248 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,524 |
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0.20% Nasdaq 
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