DFA Real Estate Securities I (DFREX)

Morningstar®
NAV: $ -0.35
1 Month Total Return: 0.73%
As of 7:05 p.m. EDT on 6/1/2020
  • Overview
    • Category
      Open-End
    • Net Assets
      $9.41 bil
    • Min. Inv.
      $0
    • 1-Month Total Return
      14.37%
    • Expense Ratio
      0.18%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      2.45%
    • Turnover
      3.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-10.41%1Mth15.67%1Yr-3.65%3Yr3.23%5Yr4.94%10Yr9.64%
    % Rank in CatYTD231Mth611Yr253Yr155Yr1410Yr12
    # of Funds in CatYTD2591Mth2621Yr2543Yr2265Yr20010Yr136
  • Fund information

    Name of Issuer

    Dimensional Fund Advisors

    Fund Inception

    1/5/1993

    Fund Managers

    • Jed Fogdall
    • Lukas Smart
    • Joel Schneider

    Primary Perspective Benchmark

    • S&P 500 TR USD
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