SFREX Mutual Fund (Schwab Fundamental Global Real Estate Index Fund) is managed by Charles Schwab Asset Management with $72.8M in net assets. SFREX expense ratio is 0.39%, holding 309 positions across sectors including Real Estate, Unknown, Industrials. Inception date: 2014-10-22.

SFREX performance shows a YTD return of 6.19%. The 1-year return is 8.66% and the 5-year return is 0.06%. SFREX dividend yield stands at 3.42%, paid quarterly.

SFREX top holdings include Prologis Inc (2.8%), Mitsubishi Estate Co. Ltd. (2.5%), American Tower Corporation (2.4%), Mitsui Fudosan Co. Ltd. Com Stk (2.2%), Cbre Group Inc. Class A (2.1%). View all SFREX holdings, sector breakdown, or dividend history.

SFREX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SFREX alternatives are available via the screener, along with tax-loss harvesting opportunities.