SWASX : Schwab Global Real Estate Fund™

SWASX is a Sector Equity Market Real Estate with MODERATE fees.

SWASX

Schwab Global Real Estate Fund™

FI Score

36 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

0 /10

Market Size

5 /10

36% FI Score
  • swasx
  • Mutual Fund
  • Sector Equity
  • Real Estate

Schwab Global Real Estate Fund™

Expenses: 1.05% (Better than 1% of similar funds)

This is a bad choice for a Real Estate Sector Equity fund. See why »

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.

Largest Holdings

Amount Holding
4.64% Prologis Inc
3.88% E-mini S&P 500 Futures June20
2.38% Camden Property Trust
2.24% Equinix Inc
2.13% Essex Property Trust Inc
2.10% Yuexiu Property Co Ltd
2.06% UOL Group Ltd
2.05% Sunac China Holdings Ltd
2.03% Boston Properties Inc
1.96% Longfor Group Holdings Ltd
1.86% First Industrial Realty Trust Inc
1.71% Sumitomo Realty & Development Co Ltd
1.71% Segro PLC
1.70% Equity Lifestyle Properties Inc
1.53% AvalonBay Communities Inc
1.50% American Tower Corp
1.47% EastGroup Properties Inc
1.46% Gaming and Leisure Properties Inc
1.44% Healthpeak Properties Inc
1.28% China Resources Land Ltd
1.27% Hulic Co Ltd
1.23% Ascendas Real Estate Investment Trust
1.23% Corporate Office Properties Trust
1.21% Global Medical REIT Inc
1.19% Premier Investment Co

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