Schwab Global Real Estate Fund
Charles Schwab & Co., Inc.
 
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Tap into both domestic and international real estate opportunities in a single fund

Invest today
Clients log in to trade Investor Shares or Select Shares, or today.

To learn more, call 866-893-6699.
Learn more about the Schwab Global Real Estate Fund
The Schwab Global Real Estate Fund™ offers you easy access to a hard-to-find investment solution—the global real estate market. Investing in this rapidly growing category provides an important additional level of portfolio diversification. The fund offers:

  • Easy access to global real estate—One of a limited number of global real estate funds in the world, the Schwab Global Real Estate Fund offers both domestic and international Real Estate Investment Trusts (REITs) and Real Estate Operating Companies (REOCs)—in a single investment. 
  • Proprietary research and guidance—The fund uses Schwab’s proprietary research and rating model to identify, select and invest in real estate securities worldwide, and is guided by a team of experienced professional managers who specialize in the real estate category. 
  • Added portfolio diversification—With a low correlation to other asset classes, the fund can offset downturns in the performance of equities, fixed income and cash equivalents. The fund’s global focus can also help decrease risks associated with investing in specific regions or countries. 
  • Potential for strong growth and steady dividend income—The global real estate market shows impressive year-over-year growth and over time has shown greater return in relation to risk than equities have. It can also produce an income stream similar to that of bonds and fixed income.

Compare the strong performance of the global real estate market with other equities.

Comparison Chart
legend 1Global Index of Real Estate Securities (FTSE EPRA/NAREIT)
legend 2International Index of Large-cap Stocks in Developed Markets (MSCI EAFE® Index)
legend 3Index of the 500 Largest U.S. Stocks (S&P 500® Index)
Chart Sources: Charles Schwab Real Estate Research, FTSE EPRA/NAREIT. Data as of 03/31/08.


Share ClassMinimum Initial InvestmentExpense Ratio 
GrossNet1
Investor Shares
(SWAIX)
$100 for all account types 1.36%1.20% Trade
Select Shares
(SWASX)
$50,0001.21%1.05% Trade
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can view, download and print a prospectus by clicking on Prospectuses & Reports. Please read the prospectus carefully before investing. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

There are risks associated with investing in foreign markets, such as erratic market conditions, economic and political instability, and fluctuations in currency and exchange rates. Risks of the REITs are similar to those associated with direct ownership of real estate, such as changes in real estate values and property taxes, interest rates, cash flow of underlying real estate assets, supply and demand, and the management skill and creditworthiness of the issuer. Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

1. Schwab and the investment adviser have agreed to limit the fund’s ‘‘net operating expenses’’ (excluding interest, taxes and certain non-routine expenses) of the Investor Shares and Select Shares to 1.20% and 1.05%, respectively, through 06/30/09.
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