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SFREX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$9.55
Change
-$0.03 (-0.31%)
Net Assets
76.65M

SFREX price forecast, quote, news & analysis

A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD), American Tower Corp (NYSE:AMT), Simon Property Group (NYSE:SPG).

Industry description

The investment seeks to track as closely as possible, before fees and expenses, the total return of an RAFI Fundamental High Liquidity Global Real Estate Index that measures the performance of global real estate equities based on their fundamental size and weight. It is the fund’s policy that, under normal circumstances, it will invest at least 90% of its net assets in stocks included in the index, including depositary receipts representing securities of the index; which may be in the form of ADRs, GDRs and EDRs. To pursue its goal, the fund generally invests in stocks that are included in the index.

Market Cap

The average market capitalization across the Schwab Fundamental Global Real Estt Idx MF is 63.7B. The market cap for tickers in the group ranges from 29.03B to 120.46B. PLD holds the highest valuation in this group at 120.46B. The lowest valued company is CBRE at 29.03B.

Volume

The average weekly volume growth across all stocks in the Schwab Fundamental Global Real Estt Idx MF was 26%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was 20%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 85
P/E Growth Rating: 60
Price Growth Rating: 36
SMR Rating: 60
Profit Risk Rating: 47
Seasonality Score: 31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category GlobalRealEstate

Profile
Fundamentals
Details
Category
Global Real Estate
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com