Morningstar

Schwab Global Real Estate Fund™ SWASX

Medalist Rating as of Aug 31, 2026 See Charles Schwab Investment Hub

Strategy

The investment seeks capital growth and income consistent with prudent investment management. The fund invests at least 80% of its net assets in securities of real estate companies and companies related to the real estate industry. Real estate companies include U.S. and non-U.S. issuers that, in the opinion of the investment adviser, derive at least 50% of their revenues or profits from the ownership, construction, development, financing, management, servicing, sale or leasing of commercial, industrial or residential real estate or have 50% of their total assets in real estate.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SWASX	Schwab Global Real Estate Fund™	No Load	Open			May 31, 2007	$255.16M	0.720%	Below Average	$0	−$45.49M

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