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Dfa Real Estate Securities Portfolio Institutional Class (DFREX)

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42.92 +0.27    +0.63%
18/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 7.45B
Type:  Fund
Market:  United States
Underlying:  S&P 500 TR
Asset Class:  Equity
DFA Real Estate Securities I 42.92 +0.27 +0.63%

DFREX Overview

 
Find basic information about the Dfa Real Estate Securities Portfolio Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add DFREX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change19.33%
Prev. Close42.65
Risk Rating
TTM Yield3.02%
ROE16.65%
IssuerN/A
Turnover1%
ROA3.46%
Inception DateJan 05, 1993
Total Assets7.45B
Expenses0.18%
Min. InvestmentN/A
Market Cap29.81B
CategoryReal Estate
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Dfa Real Estate Securities Portfolio Institutional Class News


The morning catch up: US markets mixed, Tesla surges
The morning catch up: US markets mixed, Tesla surges By Proactive Investors - 9 hours ago

The ASX is tipped to open higher this morning — the ASX SPI Futures are up 0.10% at 8,335 points — following a mixed session on Wall Street overnight. The Dow Jones...

Dfa Real Estate Securities Portfolio Institutional Class Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1106 1050 1343 998 1229 1898
Fund Return 10.55% 5.04% 34.33% -0.06% 4.21% 6.62%
Place in category 107 137 88 97 85 41
% in Category 43 53 40 46 40 25

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 1 I 36.37B 18.75 8.68 11.96
  DFA US Core Equity 2 I 34.72B 18.07 8.52 11.41
  DFA International Core Equity I 30.35B 6.51 2.60 5.71
  DFA Emerging Markets Core Equity I 27.5B 10.46 2.29 4.58
  DFA US Large Cap Value I 25.31B 14.64 7.57 8.98

Top Funds for Real Estate Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard REIT Index Adm 21.53B 9.73 -0.95 5.94
  Vanguard REIT Index I 10.44B 9.73 -0.93 5.96
  Vanguard Real Estate II Index Fund 9.7B 9.79 -0.91 -
  Cohen & Steers Instl Realty Shares 8.07B 12.96 1.22 7.79
  Cohen & Steers Real Estate SecuritI 5.37B 14.23 0.90 8.22

Top Holdings

Name ISIN Weight % Last Change %
  Prologis US74340W1036 8.14 114.65 +1.08%
  American Tower US03027X1000 7.66 198.84 +1.22%
  Equinix US29444U7000 5.93 909.48 +1.35%
  Welltower US95040Q1040 4.80 137.01 +0.73%
  Public Storage US74460D1090 4.04 337.29 +0.68%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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