| 5.68 Net Asset Value | +0.89% 1 Day | +9.86% Year-to-Date | Overall Morningstar Rating |
| Global real estate Style or Category | No Load Sales Expenses | 0.41% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +1.79% | 3 years | +19.59% | |
| 3 months | +8.19% | 5 years | +1.71% | |
| 1 year | +35.15% | Since inception | -0.59% |
| DFITX | Category | |
|---|---|---|
| Performance 5-yr return | +1.71% | +2.33% |
| Expense ratio | 0.41% | 1.49% |
| Risk 5 year sharpe ratio | 0.21 | 0.22 |
| Net assets | $2.0B | $720.0M |
| Average market cap | $4.7B | $9.0B |
| Average P/E | 13.0 | 16.8 |
| Portfolio turnover | 3% | 3% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Dimensional Fund Advisors |
| Fund manager & tenure | Karen Umland / 6 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 99.55% |
| Consumer service | 0.45% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| Energy | 0.00% |
| -- Westfield Group | 8.57% |
| -- Unibail-Rodamco SE | 7.32% |
| -- Link Real Estate Investment Trust | 4.05% |
| -- Land Securities Group PLC | 3.39% |
| -- Westfield Retail Trust | 3.23% |
| -- Stockland Corporation Limited | 2.90% |
| -- Goodman Group | 2.78% |
| -- Nippon Building Fund Inc | 2.55% |
| -- British Land Co PLC | 2.54% |
| -- Japan Real Estate Investment Corp | 2.33% |
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