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SFGRX

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1d
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Analysis and statistics

  • Open
    13.5646$
  • Previous Close
    13.5646$
  • 52 Week Change
    --
  • Day Range
    0.00$
  • 52 Week High/Low
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  • Dividend Per Share
    --
  • Market cap
    --$
  • EPS
    --
  • Beta
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  • Volume
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About

SFGRX.US represents the Schwab Fundamental Global Real Estate Fund. This fund aims to track the performance of an index composed of global real estate equities, selected and weighted based on fundamental measures like cash flow, sales, and dividends. It focuses on companies engaged in the ownership, development, management, and leasing of real estate. The fund seeks long-term capital appreciation and provides exposure to the global real estate market using a fundamentally weighted approach rather than traditional market capitalization weighting.
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Factors

Fund Performance: Historical returns and relative performance versus its benchmark influence investor demand.

Market Interest Rates: Rising rates can make bond funds less attractive as yields on new bonds increase.

Credit Risk: Deterioration in the creditworthiness of underlying bonds can decrease the fund's net asset value.

Expense Ratio: Higher expense ratios can detract from returns, making the fund less appealing.

Fund Size: Very large or small funds can experience liquidity issues or have difficulty deploying capital effectively.

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