Schwab Fundamental Global Real Estate Index FundSFREX
Type
Mutual fund
Peer group
Global equity
Net assets
$78.9M
Expense ratio
0.39%
1-year return
+17.7%
3 years, a year
+9.0%
5 years, a year
+3.0%
Holdings
309
What it aims to do.
The funds goal is to track as closely as possible, before fees and expenses, the total return of an index that measures the performance of global real estate equities based on their fundamental size and weight.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| PLD Prologis Inc | 2.76% |
| JOBY Mitsubishi Estate Co Ltd | 2.50% |
| AMT American Tower Corp | 2.38% |
| JOBY Mitsui Fudosan Co Ltd | 2.22% |
| CBRE CBRE Group Inc | 2.07% |
| WELL Welltower Inc | 1.88% |
| CCI Crown Castle Inc | 1.79% |
| JOBY Sun Hung Kai Properties Ltd | 1.78% |
| JOBY China Overseas Land & Investment Ltd | 1.77% |
| SPG Simon Property Group Inc | 1.72% |
More on SFREX.
- SFREX overview
- SFREX holdings
- SFREX risk
- SFREX costs
- SFREX money in and out
- SFREX share classes
- Compare SFREX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.