SFREX Mutual Fund

SFREX Mutual Fund (Schwab Fundamental Global Real Estate Index Fund) is managed by Charles Schwab Asset Management with $70.3M in net assets. SFREX expense ratio is 0.39%, holding 306 positions across sectors including Real Estate, Industrials, Information Technology. Inception date: 2014-10-22.

SFREX performance shows a YTD return of 2.04%. The 1-year return is 3.81% and the 5-year return is -0.41%. SFREX dividend yield stands at 3.35%, paid quarterly.

SFREX top holdings include Prologis Inc (3.0%), American Tower Corporation (2.8%), Cbre Group Inc. Class A (2.4%), Vivmark Residential (2.3%), Welltower Inc. (2.2%). 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.