DFA Real Estate Securities Portfolio (DFREX.O)

At A Glance

You hold DFREX.O in 0 portfolios

Net Asset Value

44.96USD

 0.36 +0.81%

08/08/2022

Category
Sector Equity
YTD Return (Cumulative)
 -12.98%
Classification
Real Estate
5 Year Return (Annualized)
 8.38%
Lipper Index
Lipper Real Estate Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 over 10 years »

 DFREX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyDimensional
Inception Date01/05/1993
Portfolio Turnover5%
Dividend Yield--
Fund ManagerFogdall/Schneider
Manager Tenure2012
Dimensional
6300 Bee Cave Road
Austin, TX 78746

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.18%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment--
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to achieve long-term capital appreciation. The Fund will primarily invest its assets in publicly traded real estate invest trusts on a market capitalization weighted basis.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
234
Consistent Return
 
234
Capital Preservation
 
12360
Low Expense
 
132
Tax Efficiency (U.S. only)
 
234

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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