Schwab Global Real Estate Fund

Class Other (SWASX)
Scorecard
2 / 5 Stars
Lipper
1 1 2 5 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D- (Sell)

#27 in Global Real Estate

U.S. News evaluated 56 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 12.81 percent over the past year, 6.68 percent over the past three years, and 14.75 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 10.6%
1 Year 12.8%
3 Years (Annualized) 6.7%
5 Years (Annualized) 14.7%
10 Years (Annualized) N/A

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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.

Fees

Fees are Above Average compared to funds in the same category.
Schwab Global Real Estate Fund has an expense ratio of 1.05 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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