DFA Real Estate Securities I (DFREX)
* As of 31-Aug-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.18%|
Performance & Risk
|5y Avg Return:||18.75%|
|Rank in Category (ytd):||7|
|% Rank in Category (ytd):||2.51%|
|Morningstar Risk Rating:||4|
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. View More