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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+1.18% 3 years+3.11%
3 months0.00% 5 years+5.43%
1 year+14.56% Since inception+0.45%
Data through --

Peer Comparisonvs. Global real estate

Performance 5-yr return+5.43%+6.66%
Expense ratio0.28%1.33%
Risk 5 year sharpe ratio0.420.56
Net assets$5.5B$677.0M
Average market cap$4.7B$9.8B
Average P/E11.414.1
Portfolio turnover1%1%

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Fund Management and Purchase Info

Fund familyDimensional Fund Advisors
Fund manager & tenureJed Fogdall / 7 Years
Minimal initial investment$0.00
Minimum IRA investment--


International stock95.82%
Fixed income2.80%
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
-- 5.71%
-- 4.15%
-- 3.79%
-- 2.87%
-- 2.74%
-- 2.38%
-- 2.02%
-- 2.02%
-- 1.97%
-- 1.83%