DFA Global Real Estate Securities Portfolio Fund (DFGEX) in Focus
DFA Global Real Estate Securities Portfolio (DFGEX) a Zacks Rank #1 (Strong Buy) seeks to achieve exposure to a broad portfolio of securities of U.S. and non-U.S. companies in the real estate industry, with a focus on real estate investment trusts ("REITs") or companies that the Advisor considers to be REIT-like entities.
This Sector - Real Estate fund, as of the last filing, allocates their fund in three major groups; Intermediate Bond, Foreign Bond and Small Value. Further, as of the last filing, DFA INV INTL REAL ESTATE, SIMON PROPERTY GROUP INC and PUBLIC STORAGE were the top holdings for DFGEX.
The DFA Global Real Estate Securities Portfolio fund, managed by Dimensional, carries an expense ratio of 0.24%.
DFGEX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 6.53%, 3 year 9.60% and 5 year 10.54%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
DFGEX’s performance, as of the last filing, when compared to funds in its category was in the top 23% in 1 year, top 48% over the past 3 years, and in the 33% over the past 5 years.
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