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SWASX Schwab Global Real Estate Forecast, Technical & Fundamental Analysis

The investment seeks capital growth and income consistent with prudent investment management... Show more

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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. 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.

Market Cap

The average market capitalization across the Schwab Global Real Estate MF is 45.03B. The market cap for tickers in the group ranges from 4.58B to 132.54B. PLD holds the highest valuation in this group at 132.54B. The lowest valued company is EPR at 4.58B.

Volume

The average weekly volume growth across all stocks in the Schwab Global Real Estate MF was -11%. For the same stocks of the MF, the average monthly volume growth was -11% 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: 41
P/E Growth Rating: 52
Price Growth Rating: 44
SMR Rating: 64
Profit Risk Rating: 59
Seasonality Score: 35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category GlobalRealEstate

Profile
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 CSFAX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if SWASX jumps, then CSFAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWASX
1D Price
Change %
SWASX100%
N/A
CSFAX - SWASX
97%
Closely correlated
+0.09%
CSFZX - SWASX
96%
Closely correlated
+0.10%
MGLCX - SWASX
96%
Closely correlated
N/A
CSSPX - SWASX
96%
Closely correlated
+0.08%
MGLIX - SWASX
96%
Closely correlated
N/A
More
Schwab Global Real Estate (SWASX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com