Schwab Global Real Fund Quote
| SWASX Fund | USD 6.11 0.02 0.33% |
PerformanceVery Weak
| Odds Of DistressLow
|
Schwab Global is trading at 6.11 as of the 16th of April 2025; that is 0.33 percent increase since the beginning of the trading day. The fund's open price was 6.09. Schwab Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 16th of January 2025 and ending today, the 16th of April 2025. Click here to learn more.
The fund invests at least 80 percent 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 and other similar REIT-like structures. More on Schwab Global Real
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Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Funds, Global Real Estate Funds, Global Real Estate, Schwab Funds, Large, Global Real Estate (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 27th of June 2023 |
| Fiscal Year End | February |
Schwab Global Real [SWASX] is traded in USA and was established 16th of April 2025. Schwab Global is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of Schwab Funds family. This fund at this time has accumulated 287.9 M in assets with no minimum investment requirementsSchwab Global Real is currently producing year-to-date (YTD) return of 0.8% with the current yeild of 0.03%, while the total return for the last 3 years was -6.44%.
Check Schwab Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Global Real Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Global Real Mutual Fund Constituents
| AVB | AvalonBay Communities | Stock | Real Estate | |
| UDR | UDR Inc | Stock | Real Estate | |
| CPT | Camden Property Trust | Stock | Real Estate | |
| VTR | Ventas Inc | Stock | Real Estate | |
| NYF | iShares New York | Etf | Muni New York Long | |
| PSA | Public Storage | Stock | Real Estate | |
| LXP | LXP Industrial Trust | Stock | Real Estate | |
| SLG | SL Green Realty | Stock | Real Estate |
Schwab Global Top Holders
| SWNRX | Schwab Target 2050 | Mutual Fund | Target-Date 2050 | |
| SWQRX | Schwab Target 2065 | Mutual Fund | Target-Date 2065+ | |
| SWJRX | Schwab Monthly Income | Mutual Fund | Allocation--30% to 50% Equity | |
| SWIRX | Schwab Target 2035 | Mutual Fund | Target-Date 2035 | |
| SWERX | Schwab Target 2040 | Mutual Fund | Target-Date 2040 | |
| SWKRX | Schwab Monthly Income | Mutual Fund | Allocation--30% to 50% Equity | |
| SWORX | Schwab Target 2055 | Mutual Fund | Target-Date 2055 | |
| SWLRX | Schwab Monthly Income | Mutual Fund | Allocation--15% to 30% Equity |
Schwab Global Real Risk Profiles
| Mean Deviation | 0.8581 | |||
| Semi Deviation | 1.26 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.57 |
Schwab Global Against Markets
Other Information on Investing in Schwab Mutual Fund
Schwab Global financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Global security.
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