DFA Real Estate Securities I Fund (DFREX - Free Report) seeks to achieve long-term capital appreciation. DFREX consists of shares of equity and hybrid Real Estate Investment Trusts (to the extent that at least 75% of the REITs assets are equity investments). DFREX concentrates investments in readily marketable equity securities of companies whose principal activities include development, ownership, construction, management, or sale of residential, commercial or industrial real estate. DFREX does not currently purchase shares of healthcare REITs. DFREX is well diversified with respect to both geography and property type.
This Sector - Real Estate product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 7.8% and 5 year 9.2%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
DFREX’s performance, as of the last filing, when compared to funds in its category was in the top 60% over the past 1 year, and in the top 8% over the past 3 years and in the top 11% over the past 5 years.
The DFA Real Estate Securities I fund, as of the last filing, allocates their fund in top two major groups; Foreign Bond and Intermediate Bond. Further, as of the last filing, Simon Property Group Inc, Equinix Inc and Public Storage were the top holdings for DFREX.
This Zacks Rank #1 (Strong Buy) was incepted in August 2001 and is managed by Dimensional. DFREX carries an expense ratio of 0.18% and requires a minimal initial investment of $0.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>