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6.02
-0.03
-0.50%
- Morningstar Rating:
- Total Assets: 278.24M
Schwab Global Real Estate
6.02
-0.03
-0.50%
- Overview
- Profile
- Historical Data
- Holdings
Schwab Global Real Estate Fund™ Overview
On this page you'll find an in-depth profile of Schwab Global Real Estate Fund™. Learn about the key management, total assets, investment strategy and contact information of SWASX among other information.
Investment Strategy
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. It invests in equity securities, primarily common stocks. The fund may invest a significant portion of its total assets in real estate investment trusts (REITs) and other similar REIT-like structures. It may invest in derivative securities, such as swaps, options, futures and options on futures, which are principally tied to the real estate industry, for hedging purposes and to seek returns on the fund's otherwise uninvested cash.
Contact Information
Address
101 Montgomery Street
San Francisco,CA 94104
United States
San Francisco,CA 94104
United States
Phone
+1 8778245615
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Holly Emerson | - | 2022 | Now |
| Biography | Holly Emerson (formerly known as Xin Wen), CFA, Portfolio Manager, is responsible for the day-to-day co-management of the Schwab Funds. Previously, she served as an Associate Portfolio Manager supporting the Schwab Active Equity Funds. Prior to joining CSIM in 2014, Ms. Wen spent nearly 10 years at Algert Global (formerly Algert Coldiron Investors), a quantitative market neutral hedge fund manager, where she held a number of positions, including Assistant Portfolio Manager and Macroeconomic Research Analyst. | ||
| Iain Clayton | Senior Portfolio Manager | 2022 | Now |
| Biography | Iain Clayton, CFA, FRM, Senior Portfolio Manager, joined Charles Schwab Investment Management Inc in 2013, Mr. Clayton spent more than five years at SSI Investment Management, where he was a portfolio manager and director of quantitative research. In these roles, Mr. Clayton co-managed multiple investment strategies and developed quantitative models and valuation approaches. From 2004 to 2008, he worked as a portfolio manager and director at RCM Capital Management (now known as Allianz Global Investors) and helped manage various equity portfolios and developed fundamental-based stock selection models. Prior to that, he was a vice president at Eureka Investment Advisors for almost three years and also served as a senior quantitative analyst/assistant portfolio manager. He has also worked as a quantitative research analyst at RCM Capital Management. | ||
| Wei Li | Senior Portfolio Manager | 2013 | Now |
| Biography | Wei Li is a Senior Portfolio Manager for Schwab Asset Management. She is responsible for the day-to-day co-management of the Schwab International Core Equity Fund, the Schwab Dividend Equity Fund, the Schwab Small-Cap Equity Fund, the Schwab Global Real Estate Fund, and the Schwab Health Care Fund. Prior to joining Schwab in 2012, Ms. Li spent more than 10 years at Barclays Global Investors (now known as BlackRock) where she held a number of positions. From 2001 to 2009, she worked in various roles in the global advanced active group, including portfolio management and quantitative research for both U.S. and international equity markets. After 2009, she worked in the defined contribution research and product development area for almost two years. Ms. Li earned a doctorate in statistics from the University of California, Berkeley, a Master of Science in mathematics from Iowa State University, and a Bachelor of Science in computer science from the University of Science and Technology of China. She is a CFA® charterholder. | ||
| Jonas Svallin | Managing Director | 2012 | 2021 |
| Biography | Jonas Svallin, CFA, Vice President and Head of Active Equities and leads the Active Equities portfolio management and research team. Prior to joining CSIM in 2012, Mr. Svallin spent nearly three years as a partner and a director of quantitative analytics and research at Fiduciary Research & Consulting, where he provided oversight of quantitative analytics and risk management efforts. From 2003 until 2009, Mr. Svallin was a principal and head portfolio manager at Algert Coldiron Investors LLC (now known as Algert Global). Prior to joining Algert, Mr. Svallin worked as a quantitative research associate at RCM Capital Management (now known as Allianz Global Investors) and a senior consultant at FactSet Research Systems. | ||
| Paul Alan Davis | Director | 2012 | 2013 |
| Biography | Paul is currently responsible for managing the SER funds. He joined CSIM in 2003, where he has worked in different areas including quantitative research, performance, competitive analysis, and fund administration. Prior to joining CSIM, he worked for several advisory firms in different capacities, including portfolio management, trading and compliance. He earned a BA and MBA in Finance from California State University, Sacramento. He holds a CFA designation and Series 7 and Series 63 licenses. | ||
| Dionisio Meneses | Managing Director/Portfolio Manager | 2007 | 2012 |
| Biography | Meneses is a managing director and portfolio manager of the investment adviser, Charles Schwab Investment Management, Inc. . He joined the firm in 2007 and has worked in real estate research and analysis since 1985. | ||
| Jeffrey M. Mortimer | Director | 2007 | 2010 |
| Biography | Jeffrey M. Mortimer, CFA, has been the primary portfolio manager in March 2014. Jeffrey is Director of Investment Strategy for BNY Mellon Wealth Management and has been employed by The Bank of New York Mellon since June 2012. He has been employed by Dreyfus since March 2013. Prior to joining The Bank of New York Mellon, he was a partner at Bainco International Investors from September 2010 to May 2012. He also held various positions in financial management with Charles Schwab Investment Management from October 1997 to July 2010. Jeffrey holds an MBA from the University of Chicago Graduate School of Business, and a BS degree from Babson College. He became a CFA charterholder in 1997. | ||
| David Siopack | - | 2007 | 2009 |
| Biography | Siopack is a managing director and portfolio manager of the investment adviser, He joined the firm in 2007 and has worked in real estate research and analysis since 1993. | ||
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