Schwab Global Real Estate (SWASX)
* As of 30-Jun-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Category:||Global Real Estate|
|Annual Report Expense Ratio (net):||1.05%|
Performance & Risk
|5y Avg Return:||10.56%|
|Rank in Category (ytd):||27|
|% Rank in Category (ytd):||10.8%|
|Morningstar Risk Rating:||3|
The investment seeks capital growth and income consistent with prudent investment management.
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 in equity securities, primarily common stocks. The fund may invest a significant portion of its total assets in real estate investment trusts (REITs) and other similar REIT-like structures. It may invest in derivative securities, such as swaps, options, futures and options on futures, which are principally tied to the real estate industry, for hedging purposes and to seek returns on the fund's otherwise uninvested cash. View More