DFA Real Estate Securities Portfolio

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

#7 in Real Estate

U.S. News evaluated 72 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 13.07 percent over the past year, 11.53 percent over the past three years, 23.54 percent over the past five years, and 9.42 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 18.2%
1 Year 13.1%
3 Years (Annualized) 11.5%
5 Years (Annualized) 23.5%
10 Years (Annualized) 9.4%

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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 0.18 percent.

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Risk

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

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