{"id":1004103469,"date":"2014-09-09T06:22:43","date_gmt":"2014-09-09T14:22:43","guid":{"rendered":"https:\/\/www.commercialsearch.com\/news\/?p=1004103469"},"modified":"2020-05-11T04:10:41","modified_gmt":"2020-05-11T12:10:41","slug":"schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index","status":"publish","type":"post","link":"https:\/\/www.commercialsearch.com\/news\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\/","title":{"rendered":"Schwab Launches First Global RE Mutual Fund to Track a Fundamentally Weighted Index"},"content":{"rendered":"<p><em>By Scott Baltic, Contributing Editor<\/em><\/p>\n<div id=\"attachment_1004103472\" style=\"width: 184px\" class=\"wp-caption alignright\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-1004103472\" data-attachment-id=\"1004103472\" data-permalink=\"https:\/\/www.commercialsearch.com\/news\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\/schwab\/\" data-orig-file=\"https:\/\/www.commercialsearch.com\/news\/wp-content\/uploads\/sites\/46\/2014\/09\/Schwab.jpg\" data-orig-size=\"400,551\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;}\" data-image-title=\"John Sturiale\" data-image-description=\"\" data-image-caption=\"&lt;p&gt;John Sturiale, senior vice president, Investment Product Management at Charles Schwab&lt;\/p&gt;\n\" data-large-file=\"https:\/\/www.commercialsearch.com\/news\/wp-content\/uploads\/sites\/46\/2014\/09\/Schwab.jpg?w=400\" class=\" wp-image-1004103472 \" alt=\"John Sturiale, senior vice president, Investment Product Management at Charles Schwab\" src=\"https:\/\/www.commercialsearch.com\/news\/wp-content\/uploads\/sites\/46\/2014\/09\/Schwab.jpg\" width=\"174\" height=\"240\" srcset=\"https:\/\/www.commercialsearch.com\/news\/wp-content\/uploads\/sites\/46\/2014\/09\/Schwab.jpg 400w, https:\/\/www.commercialsearch.com\/news\/wp-content\/uploads\/sites\/46\/2014\/09\/Schwab.jpg?resize=218,300 218w\" sizes=\"auto, (max-width: 174px) 100vw, 174px\" \/><p id=\"caption-attachment-1004103472\" class=\"wp-caption-text\">John Sturiale, senior vice president, Investment Product Management at Charles Schwab<\/p><\/div>\n<p>Charles Schwab Investment Management Inc., of San Francisco, will expand its index mutual fund lineup with the launch of the Schwab Fundamental Global Real Estate Index Fund (SFREX), Schwab announced yesterday. The new fund reportedly is the only U.S.-based real estate fund to apply the Russell Fundamental Index Series to a broad-based, global portfolio of real estate securities.<\/p>\n<p>The new fund will track the Russell Fundamental Global Select Real Estate Index. The index comprises more than 200 real estate companies in 20 countries and measures the performance of residential and commercial real estate companies and REITs in U.S. and non-U.S. markets, including developed and emerging markets, using a fundamentally weighted methodology.<\/p>\n<p>Products using fundamentally weighted strategies weight securities based not on market capitalization, but instead on economic factors such as adjusted sales, retained operating cash flow and dividends plus buybacks. (More detailed information on top holdings, performers and countries relative to the Russell Fundamental Global Select Real Estate Index <a href=\"https:\/\/www.russell.com\/indexes\/americas\/indexes\/fact-sheet.page?ic=D54907\" rel=\"nofollow\">can be found here<\/a>.<\/p>\n<p>\u201cThis new addition to Schwab\u2019s index mutual fund family marries the diversification and dividend potential of global real estate with the intelligence of the Fundamental Index methodology, which we believe is a powerful combination,\u201d said John Sturiale, senior vice president of product management at Charles Schwab &amp; Co. Inc., said in a release.<\/p>\n<p>Agnes Hong, managing director and head of passive equity strategies for Charles Schwab Investment Management, leads the portfolio management teams of Schwab\u2019s ETFs and passive equity funds, which include the Schwab Fundamental Index Funds.<\/p>\n<p>Ferian Juwono, managing director and senior portfolio manager for CSIM, is responsible for the day-to-day co-management of these funds.<\/p>\n<p>\u201cThe Schwab Fundamental Global Real Estate Index Fund will help meet investor demand for passive yet liquid real estate exposure,\u201d Ben Carlos Thypin, director of market analysis  at Real Capital Analytics, commented to <i>Commercial Property Executive<\/i>. \u201cInvestors have had access to such opportunities for decades via the REIT market, and funds like this represent an evolution in the publicly traded real estate investment market.\u201d<\/p>\n<p>The Schwab Fundamental Global Real Estate Index Fund will have a net operating expense ratio of 0.49 percent and is available for a $100 minimum investment. The subscription period for the fund will begin on Sept. 8 and continues until Oct. 21. The fund will be available for general purchase beginning Oct. 22.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Charles Schwab Investment Management Inc. will expand its index mutual fund lineup with the launch of the Schwab Fundamental Global Real Estate Index Fund, the only U.S.-based real estate fund to apply the Russell Fundamental Index Series to a broad-based, global portfolio of real estate securities.<\/p>\n","protected":false},"author":882,"featured_media":1004103475,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[21742],"tags":[],"class_list":["post-1004103469","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-latest"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Schwab Launches First Global RE Mutual Fund to Track a Fundamentally Weighted Index - Commercial Property Executive<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.commercialsearch.com\/news\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Schwab Launches First Global RE Mutual Fund to Track a Fundamentally Weighted Index\" \/>\n<meta property=\"og:description\" content=\"Charles Schwab Investment Management Inc. will expand its index mutual fund lineup with the launch of the Schwab Fundamental Global Real Estate Index Fund, the only U.S.-based real estate fund to apply the Russell Fundamental Index Series to a broad-based, global portfolio of real estate securities.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.commercialsearch.com\/news\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\/\" \/>\n<meta property=\"og:site_name\" content=\"Commercial Property Executive\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/CPExecutive\" \/>\n<meta property=\"article:published_time\" content=\"2014-09-09T14:22:43+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-05-11T12:10:41+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.commercialsearch.com\/news\/wp-content\/uploads\/sites\/46\/2014\/09\/Schwab_feature.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"814\" \/>\n\t<meta property=\"og:image:height\" content=\"458\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Scott Baltic\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cpexecutive\" \/>\n<meta name=\"twitter:site\" content=\"@cpexecutive\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.commercialsearch.com\\\/news\\\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.commercialsearch.com\\\/news\\\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\\\/\"},\"author\":{\"name\":\"Scott Baltic\",\"@id\":\"https:\\\/\\\/www.commercialsearch.com\\\/news\\\/#\\\/schema\\\/person\\\/61ac1450f3ffaa0e850b834c28526555\"},\"headline\":\"Schwab Launches First Global RE Mutual Fund to Track a Fundamentally Weighted Index\",\"datePublished\":\"2014-09-09T14:22:43+00:00\",\"dateModified\":\"2020-05-11T12:10:41+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.commercialsearch.com\\\/news\\\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\\\/\"},\"wordCount\":421,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/www.commercialsearch.com\\\/news\\\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.commercialsearch.com\\\/news\\\/wp-content\\\/uploads\\\/sites\\\/46\\\/2014\\\/09\\\/Schwab_feature.jpg\",\"articleSection\":[\"News\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.commercialsearch.com\\\/news\\\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.commercialsearch.com\\\/news\\\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\\\/\",\"url\":\"https:\\\/\\\/www.commercialsearch.com\\\/news\\\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\\\/\",\"name\":\"Schwab Launches First Global RE Mutual Fund to Track a Fundamentally Weighted Index - 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He started writing about CRE in 1988 for a group of Chicago-based publications and in 1989 became the editor of Midwest Real Estate News. After moving on from there in 1991, Baltic continued writing occasionally about real estate, for publications like the Chicago Sun-Times, National Real Estate Investor, Urban Land, Shopping Center World and Architect\u2019s Newspaper. He earned a master\u2019s in journalism from Northwestern University\u2019s Medill School of Journalism and has a bachelor\u2019s from North Park University.\",\"url\":\"https:\\\/\\\/www.commercialsearch.com\\\/news\\\/author\\\/scott-baltic\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Schwab Launches First Global RE Mutual Fund to Track a Fundamentally Weighted Index - Commercial Property Executive","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.commercialsearch.com\/news\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\/","og_locale":"en_US","og_type":"article","og_title":"Schwab Launches First Global RE Mutual Fund to Track a Fundamentally Weighted Index","og_description":"Charles Schwab Investment Management Inc. will expand its index mutual fund lineup with the launch of the Schwab Fundamental Global Real Estate Index Fund, the only U.S.-based real estate fund to apply the Russell Fundamental Index Series to a broad-based, global portfolio of real estate securities.","og_url":"https:\/\/www.commercialsearch.com\/news\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\/","og_site_name":"Commercial Property Executive","article_publisher":"https:\/\/www.facebook.com\/CPExecutive","article_published_time":"2014-09-09T14:22:43+00:00","article_modified_time":"2020-05-11T12:10:41+00:00","og_image":[{"width":814,"height":458,"url":"https:\/\/www.commercialsearch.com\/news\/wp-content\/uploads\/sites\/46\/2014\/09\/Schwab_feature.jpg","type":"image\/jpeg"}],"author":"Scott Baltic","twitter_card":"summary_large_image","twitter_creator":"@cpexecutive","twitter_site":"@cpexecutive","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.commercialsearch.com\/news\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\/#article","isPartOf":{"@id":"https:\/\/www.commercialsearch.com\/news\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\/"},"author":{"name":"Scott Baltic","@id":"https:\/\/www.commercialsearch.com\/news\/#\/schema\/person\/61ac1450f3ffaa0e850b834c28526555"},"headline":"Schwab Launches First Global RE Mutual Fund to Track a Fundamentally Weighted Index","datePublished":"2014-09-09T14:22:43+00:00","dateModified":"2020-05-11T12:10:41+00:00","mainEntityOfPage":{"@id":"https:\/\/www.commercialsearch.com\/news\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\/"},"wordCount":421,"commentCount":0,"image":{"@id":"https:\/\/www.commercialsearch.com\/news\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\/#primaryimage"},"thumbnailUrl":"https:\/\/www.commercialsearch.com\/news\/wp-content\/uploads\/sites\/46\/2014\/09\/Schwab_feature.jpg","articleSection":["News"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.commercialsearch.com\/news\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/www.commercialsearch.com\/news\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\/","url":"https:\/\/www.commercialsearch.com\/news\/schwab-to-launch-first-global-re-mutual-fund-to-track-a-fundamentally-weighted-index\/","name":"Schwab Launches First Global RE Mutual Fund to Track a Fundamentally Weighted Index - 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