Talk to us
WATCH VIDEO: Fund Characteristics
WATCH VIDEO: Why Global Real Estate?
READ ARTICLE: What Investors Should Consider
Expand your
with global
real estate.
Introducing the Schwab Fundamental
Global Real Estate Index Fund (SFREX)
Real estate is a growing segment of the global economy and is increasingly becoming an integral part of investors' overall asset allocation strategy. We invite you to be among the first to take advantage of an opportunity to diversify your portfolio with the Schwab Fundamental Global Real Estate Index Fund (SFREX).
Early investors will get the 0.49% operating
expense waived until January 31, 2015

(zero operating expenses expires February 1, 2015).
Invest now
Or talk to an
professional at
Schwab Fundamental Global
Real Estate Index Fund benefits:

Income potential—attractive yields from real
estate securities

Access to global real estate—invests in
securities of residential, commercial, and real
estate investment trusts (REITs) from around
the globe

More opportunity to diversify—fund tracks an
index, which holds more than 200 securities in
20 countries¹

Download for more details about the Schwab Fundamental Global Real Estate Index Fund.
Schwab's perspective on global real estate investing
Consider this: A young, educated workforce in Singapore. Rising household income in Brazil. Export growth
in China. Natural resources in Canada, Australia, Brazil, and Norway. These are some of the factors driving
global growth. And if you're only investing in U.S. companies, they represent opportunities you may be
missing out on.

The Schwab Fundamental Global Real Estate Index Fund is designed to bring broad international
diversification to your portfolio by tracking an index, which holds more than 200 securities in
20 countries¹ while offering the potential for income.
Benefits of a Fundamental
Index® approach
Fundamental Index funds can be an important tool for diversifying
your portfolio. Instead of selecting and weighting companies based
on price or market capitalization, Fundamental Index strategies weight
companies based on objective financial measures, including:
  1. Adjusted sales
  2. Retained operating cash flow
  3. Dividends plus buybacks
A Fundamental Index approach counters the shifting
sentiments of market-driven prices while preserving the
chief benefits of traditional capitalization-weighted indexes
and index funds, including:
  1.    Diversified, broad-market exposure
  2.    Lower expenses and turnover
  3.    A disciplined and transparent methodology
Russell Fundamental Global Select Real Estate Index
Be one of the first
to invest in this new
Schwab fund.
Log in to your
account to
start investing.
Invest now
Or talk with a
Schwab investment
professional at

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, 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.

©2014 Charles Schwab & Co., Inc. All rights reserved.
Member SIPC. CLB (1014-7121) (10/14)