Schwab Fundamental Global Real Estate Index Fund
SFREX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
--
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
--
1-Month High
--
52-Week Low
-- - --
52-Week High
-- - --
NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Schwab Funds
Manager/Tenure
(Years)
(Years)
Christopher Bliss (7), David Rios (7), Joselle Duncan (0), 2 others
Website
Address
Schwab Funds
San Francisco CA - 94104
San Francisco CA - 94104
Country
United States
Phone Number
877-824-5615
Investment Strategy
The investment seeks to track as closely as possible, before fees and expenses, the total return of an RAFI Fundamental High Liquidity Global Real Estate Index that measures the performance of global real estate equities based on their fundamental size and weight. It is the fund’s policy that, under normal circumstances, it will invest at least 90% of its net assets in stocks included in the index, including depositary receipts representing securities of the index; which may be in the form of ADRs, GDRs and EDRs. To pursue its goal, the fund generally invests in stocks that are included in the index.
