SFREX : Schwab Fundamental Global Real Estate Index Fund

SFREX is a Sector Equity Market Real Estate index fund with LOW fees.

SFREX

Schwab Fundamental Global Real Estate Index Fund

FI Score

54 /100

Expense Ratio Rating

10 /10

Expense Rating

6 /10

Market Score

4 /10

Category Score

0 /10

Market Size

4 /10

54% FI Score
  • sfrex
  • Mutual Fund
  • Sector Equity
  • Real Estate

Schwab Fundamental Global Real Estate Index Fund

Expenses: 0.39% (Better than 1% of similar funds)

This is an OK choice for a Real Estate Sector Equity fund. See why ยป

Fund Summary

The investment seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell RAFITM Global Select Real Estate Index. The fund primarily invests in stocks that are included in the Russell RAFI Global Select Real Estate Index (the index). The index measures the performance of real estate companies, including real estate investment trusts (REITs), in U.S. and non-U.S. markets, including developed and emerging markets. It may concentrate its investments in an industry or group of industries to the extent that the index the fund is designed to track is also so concentrated.

Largest Holdings

Amount Holding
2.34% Crown Castle International Corp
2.33% American Tower Corp
2.22% Sun Hung Kai Properties Ltd
2.07% China Overseas Land & Investment Ltd
1.82% Prologis Inc
1.74% Mitsui Fudosan Co Ltd
1.73% CK Asset Holdings Ltd
1.57% Equinix Inc
1.40% Mitsubishi Estate Co Ltd
1.38% Welltower Inc
1.32% Host Hotels & Resorts Inc
1.30% Digital Realty Trust Inc
1.28% China Resources Land Ltd
1.24% Simon Property Group Inc
1.21% Equity Residential
1.18% Daito Trust Construction Co Ltd
1.18% New World Development Co Ltd
1.16% Vonovia SE
1.00% Public Storage
0.99% Boston Properties Inc
0.99% Wheelock and Co Ltd
0.99% CBRE Group Inc Class A
0.95% Country Garden Holdings Co Ltd
0.94% Ventas Inc
0.93% Shimao Property Holdings Ltd

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