DFA Global Real Estate Securities

Class Inst (DFGEX)
Scorecard
5 / 5 Stars
Lipper
5 5 3 5 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#5 in Global Real Estate

U.S. News evaluated 56 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Dimensional Fund Advisors funds

See full Global Real Estate rankings

See more fund rankings

Performance

The fund has returned 15.04 percent over the past year, 10.39 percent over the past three years, and 20.46 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 16.2%
1 Year 15.0%
3 Years (Annualized) 10.4%
5 Years (Annualized) 20.5%
10 Years (Annualized) N/A

See more DFGEX performance

Summary

The investment seeks long-term capital appreciation. The fund pursues its objective by investing substantially all of its assets in DFA Real Estate Securities Portfolio and the DFA International Real Estate Securities Portfolio (the "underlying funds"). It seeks to achieve exposure to a broad portfolio of securities of U.S. and non-U.S. companies in the real estate industry, with a focus on real estate investment trusts ("REITs") or companies that the Advisor considers REIT-like entities by primarily purchasing shares of the underlying funds.

Fees

Fees are Average compared to funds in the same category.
DFA Global Real Estate Securities has an expense ratio of 0.32 percent.

See more DFGEX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more DFGEX risk