Schwab Fundamental Global Real Estate Index Fund

Type: Mutual Funds Symbol: SFREX Net Expense Ratio: 0.390%



The fund's goal is to track as closely as possible, before fees and expenses, the total return of an index that measures the performance of global real estate equities based on their fundamental size and weight.


  • A straightforward, low-cost fund with no investment minimum
  • Offers contrarian investing and disciplined rebalancing through a systematic process
  • Offers the potential for value and yield factor exposure
  • The Fund can serve as part of the core or complement to market-cap indexing and active management in a diversified portfolio

Effective June 21, 2024, this fund changed its index and fund objective. The fund changed indexes from the Russell RAFI Global Select Real Estate Index to the RAFI Fundamental High Liquidity Global Real Estate Index.

Fund Details