| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
3
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#31 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.
Performance
The fund has returned 19.52 percent over the past year, 13.10 percent over the past three years, and 1.85 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 2.5% |
| 1 Year | 19.5% |
| 3 Years (Annualized) | 13.1% |
| 5 Years (Annualized) | 1.8% |
| 10 Years (Annualized) | N/A |
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 may invest a significant portion of its total assets in real estate investment trusts (REITs) and other similar REIT-like structures. The fund invests primarily in developed market countries, but may invest up to 15% of its total assets in emerging market countries. It may hold up to 100% of its assets in cash, cash equivalents and other short-term investments for temporary or defensive purposes.
Fees
Fees are High compared to funds in the same category.
Schwab Global Real Estate Fund has an expense ratio of 1.05 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
