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Schwab Global Real Estate SWASX Fund Analysis

| Quantitative rating as of

Morningstar’s Analysis SWASX

Will SWASX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Schwab Global Real Estate to a Morningstar Quantitative Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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