SWASX Mutual Fund (Schwab Global Real Estate Fund) is managed by Charles Schwab Asset Management with $273.5M in net assets. SWASX expense ratio is 0.72%, holding 101 positions across sectors including Real Estate, Unknown, Communication Services. Inception date: 2007-05-31.

SWASX performance shows a YTD return of 9.59%. The 1-year return is 13.55% and the 5-year return is 1.61%. SWASX dividend yield stands at 2.21%, paid quarterly.

SWASX top holdings include Welltower Inc (5.3%), Equinix Inc. Real Estate Investment Trust (4.8%), Prologis Inc (4.5%), Public Storage (3.1%), Vici Properties Inc (2.7%). View all SWASX holdings, sector breakdown, or dividend history.

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