SWASX Mutual Fund
SWASX Mutual Fund
SWASX Mutual Fund
Schwab Global Real Estate Fund
SWASX Mutual Fund Overview
SWASX Mutual Fund (Schwab Global Real Estate Fund) is managed by Charles Schwab Asset Management with $262.8M in net assets. SWASX expense ratio is 0.72%, holding 101 positions across sectors including Real Estate, Industrials, Communication Services. Inception date: 2007-05-31.
SWASX performance shows a YTD return of 3.55%. The 1-year return is 6.05% and the 5-year return is -0.09%. SWASX dividend yield stands at 3.71%, paid quarterly.
SWASX top holdings include Prologis Inc (6.3%), Welltower Inc. (6.3%), Equinix, Inc. (5.9%), Vici Properties Inc (2.5%), Omega Healthcare Investors Reit In (2.4%). Go to all SWASX holdings, SWASX sectors, or SWASX dividends.
SWASX can be compared against other funds. Use SWASX overlap to find shared positions, or SWASX vs another fund for a side-by-side view. SWASX alternatives are available via the screener, along with tax-loss harvesting opportunities.