Schwab Global Real Estate Fund

Class Other (SWASX)
Scorecard
3 / 5 Stars
Lipper
1 1 2 5 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
E+ (Sell)

#35 in Global Real Estate

U.S. News evaluated 57 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 1.78 percent over the past year, 5.08 percent over the past three years, and 22.24 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 3.7%
1 Year 1.8%
3 Years (Annualized) 5.1%
5 Years (Annualized) 22.2%
10 Years (Annualized) N/A

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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 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 debt securities, including high yield securities (junk bonds), issued by or guaranteed by real estate companies or companies related to the real estate industry.

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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See Also:

Top Schwab Funds Funds