| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
2
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#6 in Real Estate
U.S. News evaluated 73 Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 18.56 percent over the past year, 17.05 percent over the past three years, 6.98 percent over the past five years, and 12.37 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.8% |
| 1 Year | 18.6% |
| 3 Years (Annualized) | 17.1% |
| 5 Years (Annualized) | 7.0% |
| 10 Years (Annualized) | 12.4% |
Summary
The investment seeks long-term capital appreciation. The fund, using a free float-adjusted market capitalization weighted approach, purchases readily marketable equity securities of companies whose principal activities include ownership, management, development, construction, or sale of residential, commercial or industrial real estate. It will principally invest in equity securities of companies in certain real estate investment trusts and companies engaged in residential construction and firms, except partnerships, whose principal business is to develop commercial property.
Fees
Fees are Average compared to funds in the same category.
DFA Real Estate Securities Portfolio has an expense ratio of 0.22 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
