Income potential—attractive yields from real
Access to global real estate—invests in
securities of residential, commercial, and real
estate investment trusts (REITs) from around
More opportunity to diversify—fund tracks an
index, which holds more than 200 securities in
1. This fund tracks the Russell Fundamental Global Select Real Estate Index, which held 200 securities in 20 countries as of 6/30/14.
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by clicking Investor Information or calling 800-435-4000. Please read the prospectus carefully before investing.
Investment value will fluctuate, and shares, when redeemed, may be worth more or less than their original cost.
International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.
Risks of investments in REITs are similar to those associated with direct ownership of real estate, such as changes in real estate values and property taxes, interest rates, cash flow of underlying real estate assets, supply and demand, and the management skill and creditworthiness of the issuer.
Diversification does not eliminate the risk of investment losses.
The investment adviser and its affiliates have agreed to limit the total annual fund operating expenses (excluding interest, taxes, and certain non-routine expenses) of the fund to 0.49% for so long as the investment adviser serves as the adviser to the fund. This agreement may only be amended or terminated with the approval of the fund's Board of Trustees. The operating expense ratio (excluding interest, taxes, and certain non-routine expenses) will be waived until January 31, 2015.
Russell Investments (Russell) and Research Affiliates LLC (RA) have entered into a strategic alliance with respect to the Russell Fundamental Index Series. Subject to RA's intellectual property rights in certain content, Russell is the owner of all copyrights related to the Russell Fundamental Index Series. Russell and RA jointly own all trademark and service mark rights in and to the Russell Fundamental Index Series. Schwab is not affiliated with Russell or RA. Schwab Fundamental Index Funds are not sponsored, endorsed, sold, or promoted by Russell or RA, and Russell and RA do not make any representation regarding the advisability of investing in shares of the fund. Research Affiliates is the owner of certain intellectual property (see all applicable rights disclosures and notices at http://www.researchaffiliates.com/Pages/legal.aspx#d, which are fully incorporated herein).
Indexes are unmanaged, and you cannot invest in them directly.
The Russell Fundamental Global Select Real Estate Index measures the performance of real estate companies, including real estate investment trusts (REITs), in both developed and emerging markets. Companies included in the index are those that are classified as real estate companies and REITs, excluding companies that have been classified as timber REITs or mortgage REITs.
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Member SIPC. CLB (1014-7121) (10/14)