4 / 5 Stars
5 5 2 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#1 in Global Real Estate
U.S. News evaluated 58 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 -1.09 percent over the past year, 7.18 percent over the past three years, and 17.43 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.8%|
|3 Years (Annualized)||7.2%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund, using a market capitalization weighted approach, purchases a broad and diverse set of securities of non-U.S. companies principally engaged in the real estate industry, including developed and emerging markets, with a particular focus on non-U.S. real estate investment trusts ("REITs") and companies the Advisor considers to be REIT-like entities. It may gain exposure to companies associated with approved markets by purchasing equity securities in the form of depositary receipts, which may be listed or traded outside the issuers domicile country.
Fees are Below Average compared to funds in the same category.
DFA International Real Estate Securities has an expense ratio of 0.39 percent.
Risk is Low compared to funds in the same category according to Morningstar.