DFA Real Estate Securities I
1299 Ocean Ave Ste 650 11th FL Santa Monica CA 90401
Map
Phone: 888-5761167
| Category: | Real Estate | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 2.16B | | Year-to-Date Return: | 19.94% | | Yield: | 5.08% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Jan-93 |
|
Stephen Clark
Lead Manager since
29-Mar-08 | | | Clark is Dimensional's Head of Portfolio Management and Vice President and is chairman of the Investment Committee. He joined Dimensional in 2001 as a general portfolio manager in U.S. equities, became head of international equities trading in 2004 and assumed his current position in 2006. His financial career began at John Nuveen & Co. in 1997, where he worked on mergers and acquisitions for the health care services division. He earned an MBA from the University of Chicago and a BS from Bradley University. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks long-term capital appreciation. The fund may purchase shares of real estate investment trust (REITs). It may invest at least 80% of net assets in securities of companies in the real estate industry. The fund may enter into futures contracts and options on futures contracts for U.S. equity securities and indices. |
| Last Dividend
(8-Dec-09):
| 0.22 | | Last Cap Gain
(19-Dec-07):
| 2.05 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 117.78% |
|
| Expense | DFREX | Category
Avg | | Total Expense Ratio: | %
| 1.45% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.79% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $638 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $982 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,957 |
|
|
0.83% Nasdaq 
Profile
