DFA International Real Estate Securities Portfolio Institutional Class (DFITX)

Net Asset Value
1 Day
Overall Morningstar Rating
Global real estate
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund, using a market capitalization weighted approach, purchases a broad and diverse set of securities of non-U.S. companies principally engaged in the real estate industry, including developed and emerging markets, with a particular focus on non-U.S. real estate investment trusts ("REITs") and companies the Advisor considers to be REIT-like entities. It may gain exposure to companies associated with approved markets by purchasing equity securities in the form of depositary receipts, which may be listed or traded outside the issuers domicile country.


1 month-2.25% 3 years+9.20%
3 months-3.69% 5 years+12.40%
1 year-2.86% Since inception+0.33%
Data through --

Peer Comparisonvs. Global real estate

Performance 5-yr return+12.40%+10.19%
Expense ratio0.31%1.42%
Risk 5 year sharpe ratio0.740.78
Net assets$3.4B$711.0M
Average market cap$5.0B$9.6B
Average P/E10.516.5
Portfolio turnover1%1%

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Fund Management and Purchase Info

Fund familyDimensional Fund Advisors
Fund manager & tenureKaren Umland / 8 Years
Minimal initial investment$0.00
Minimum IRA investment--


International stock94.02%
Fixed income4.73%
U.S. stock0.00%
Top 5 Sectors
Portfolio weighting
Financial service 99.55%
Consumer service 0.45%
Business service 0.00%
Consumer goods 0.00%
Energy 0.00%
Top 10 Holdings
Portfolio weighting
-- 6.77%
-- 3.99%
-- 3.83%
-- 3.74%
-- 3.70%
-- 3.28%
-- 2.34%
-- 2.13%
-- 2.12%
-- 2.05%

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