DFA Real Estate Securities I (DFREX)

Morningstar®
NAV: $0.34
1 Month Total Return: 5.14%
As of 7:05 p.m. EST on 1/17/2020
  • Overview
    • Category
      Open-End
    • Net Assets
      $10.77 bil
    • Min. Inv.
      $0
    • 1-Month Total Return
      6.34%
    • Expense Ratio
      0.18%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      2.09%
    • Turnover
      3.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD2.04%1Mth5.47%1Yr22.46%3Yr8.82%5Yr5.90%10Yr11.56%
    % Rank in CatYTD381Mth121Yr383Yr315Yr2610Yr14
    # of Funds in CatYTD2691Mth2691Yr2563Yr2215Yr19710Yr136
  • 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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