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    Schwab Global Real Estate (SWASX)

    7.10 0.00(0.00%) Aug 4
    Prev Close:7.10
    YTD Return*:0.03%
    Net Assets*:254.21M
    Yield*:4.41%

    * As of 30-Jun-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG5.46N/A
    EQR3.74N/A
    VTR3.45N/A
    SLG2.68N/A
    NDVLF.HK2.61N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:254.21M
    Category:Global Real Estate
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:0.03%
    5y Avg Return:10.56%
    Rank in Category (ytd):27
    % Rank in Category (ytd):10.8%
    Beta (3y):0.71
    Morningstar Risk Rating:3

    Fund Summary

    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
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