DFA International Real Estate Securities

Class Inst (DFITX)
Scorecard
4 / 5 Stars
Lipper
5 5 3 5 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C- (Hold)

#2 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.

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Performance

The fund has returned 18.62 percent over the past year, 9.19 percent over the past three years, and 16.96 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 13.7%
1 Year 18.6%
3 Years (Annualized) 9.2%
5 Years (Annualized) 17.0%
10 Years (Annualized) N/A

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Summary

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

Fees are Average compared to funds in the same category.
DFA International Real Estate Securities has an expense ratio of 0.39 percent.

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Risk

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

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