5 / 5 Stars
5 5 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#3 in Global Real Estate
U.S. News evaluated 57 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 5.17 percent over the past year, 8.70 percent over the past three years, and 26.03 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||7.2%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||26.0%|
|10 Years (Annualized)||N/A|
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 are Average compared to funds in the same category.
DFA Global Real Estate Securities has an expense ratio of 0.32 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.