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SWASX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$6.43
Change
-$0.04 (-0.62%)
Net Assets
296.19M

SWASX Schwab Global Real Estate Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD).

Industry description

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. It invests in equity securities, primarily common stocks. The fund may invest a significant portion of its total assets in real estate investment trusts (REITs) and other similar REIT-like structures. It may invest in derivative securities, such as swaps, options, futures and options on futures, which are principally tied to the real estate industry, for hedging purposes and to seek returns on the fund's otherwise uninvested cash.

Market Cap

The average market capitalization across the Schwab Global Real Estate MF is 38.52B. The market cap for tickers in the group ranges from 3.16B to 120.46B. PLD holds the highest valuation in this group at 120.46B. The lowest valued company is EPR at 3.16B.

Volume

The average weekly volume growth across all stocks in the Schwab Global Real Estate MF was 20%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was 4%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 50
Price Growth Rating: 48
SMR Rating: 65
Profit Risk Rating: 54
Seasonality Score: 22 (-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 Investments.101 Montgomery StreetSan Francisco
Phone
N/A
Web
www.schwab.com
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SWASX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SWASX has been closely correlated with CSFZX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if SWASX jumps, then CSFZX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWASX
1D Price
Change %
SWASX100%
+0.64%
CSFZX - SWASX
96%
Closely correlated
-0.27%
GRSRX - SWASX
96%
Closely correlated
-0.27%
CSSPX - SWASX
96%
Closely correlated
-0.27%
MGLIX - SWASX
96%
Closely correlated
-0.24%
MGLMX - SWASX
96%
Closely correlated
-0.24%
More