SFREX Mutual Fund

SFREX Mutual Fund (Schwab Fundamental Global Real Estate Index Fund) is managed by Charles Schwab Asset Management with $73.6M in net assets. SFREX expense ratio is 0.39%, holding 309 positions across sectors including Real Estate, Industrials, Information Technology. Inception date: 2014-10-22.

SFREX performance shows a YTD return of 7.87%. The 1-year return is 11.83% and the 5-year return is 0.87%. SFREX dividend yield stands at 3.30%, paid quarterly.

SFREX top holdings include Prologis Inc (2.8%), Mitsubishi Estate Co. Ltd. (2.5%), American Tower Corporation (2.4%), Mitsui Fudosan Co. Ltd. Com Stk (2.2%), CBRE group (2.1%). Go to all SFREX holdings, SFREX sectors, or SFREX dividends.

SFREX can be compared against other funds. Use SFREX overlap to find shared positions, or SFREX vs another fund for a side-by-side view. SFREX alternatives are available via the screener, along with tax-loss harvesting opportunities.