• FirefoxUpgrade to the new Firefox »
  •  Dow Down 1.13% Nasdaq Down 0.93%

    Schwab Global Real Estate (SWASX)

    7.49 Down 0.03(0.40%) Jan 28
    Prev Close:7.52
    YTD Return*:13.54%
    Net Assets*:253.89M
    Yield*:4.80%

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for SWASX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG4.581.77
    VTR2.982.25
    EQR2.762.19
    SLG2.661.93
    HST2.530.17

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:253.89M
    Category:Global Real Estate
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:13.54%
    5y Avg Return:9.46%
    Rank in Category (ytd):55
    % Rank in Category (ytd):24.89%
    Beta (3y):0.84
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks capital growth and income consistent with prudent investment management. Under normal circumstances, the fund invests at least 80% of its net assets in securities of real estate companies and companies related to the real estate industry. It invests a significant portion of its total assets in real estate investment trusts (REITs) and other similar REIT-like structures. The fund invests in equity securities, primarily common stocks. It may also invest in other types of equity securities, including preferred stocks, convertible securities, rights or warrants to purchase stocks, and exchange-traded funds. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback