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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
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The Portfolio, 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. As a non-fundamental policy, under normal circumstances, at least 80% of the Portfolio's net assets will be invested in securities of companies in the real estate industry.


1 month-3.40% 3 years+4.84%
3 months+1.39% 5 years+7.93%
1 year-3.20% Since inception-0.18%
Data through --

Peer Comparisonvs. Global real estate

Performance 5-yr return+7.93%+6.75%
Expense ratio0.28%1.39%
Risk 5 year sharpe ratio0.560.54
Net assets$3.5B$638.9M
Average market cap$4.7B$9.7B
Average P/E9.315.1
Portfolio turnover1%1%

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Fund Management and Purchase Info

Fund familyDimensional Fund Advisors
Fund manager & tenureJed Fogdall / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--


International stock95.26%
Fixed income2.99%
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
-- 6.78%
-- 4.24%
-- 3.94%
-- 3.83%
-- 3.56%
-- 3.54%
-- 2.29%
-- 2.14%
-- 2.02%
-- 1.91%