Breaking News
Get 40% Off 0
⚠ Earnings Alert! Which stocks are poised to surge?
See the stocks on our ProPicks radar. These strategies gained 19.7% year-to-date.
Unlock full list
Close

Dfa Real Estate Securities Portfolio Institutional Class (DFREX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
35.20 -0.26    -0.73%
17/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.57B
DFA Real Estate Securities I 35.20 -0.26 -0.73%

DFREX Overview

 
Find basic information about the Dfa Real Estate Securities Portfolio Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add DFREX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change - 4.16%
Prev. Close35.46
Risk Rating
TTM Yield3.25%
ROE13.74%
IssuerN/A
Turnover3%
ROA3.35%
Inception DateJan 05, 1993
Total Assets6.57B
Expenses0.18%
Min. InvestmentN/A
Market Cap25.96B
CategoryReal Estate
What is your sentiment on DFA Real Estate Securities I?
or
Vote to see community's results!

Dfa Real Estate Securities Portfolio Institutional Class News


Dfa Real Estate Securities Portfolio Institutional Class Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 987 987 1078 1078 1214 1940
Fund Return -1.28% -1.28% 7.83% 2.54% 3.96% 6.85%
Place in category 158 158 149 106 101 36
% in Category 62 62 58 42 41 22

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 1 I 32.82B 10.49 10.50 11.80
  DFA US Core Equity 2 I 32.02B 10.00 10.16 11.16
  DFA International Core Equity I 31.23B 4.67 4.53 4.98
  DFA Emerging Markets Core Equity I 26.5B 2.38 -0.23 4.18
  DFA US Large Cap Value I 24.06B 11.19 9.24 9.31

Top Funds for Real Estate Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard REIT Index Adm 20.41B -1.18 1.74 6.22
  Vanguard REIT Index I 10.37B -1.16 1.78 6.24
  Vanguard Real Estate II Index Fund 8.77B -1.17 1.78 -
  Cohen & Steers Instl Realty Shares 6.57B -0.49 3.48 7.84
  Cohen & Steers Real Estate SecuritI 4.75B -0.48 2.96 8.26

Top Holdings

Name ISIN Weight % Last Change %
  Prologis US74340W1036 9.77 106.50 -7.18%
  American Tower US03027X1000 7.56 172.02 -0.11%
  Equinix US29444U7000 6.80 734.56 -1.02%
  Welltower US95040Q1040 4.17 89.70 +1.57%
  Simon Property US8288061091 3.93 140.90 +0.39%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Strong Sell
Technical Indicators Strong Sell Strong Sell Strong Sell
Summary Strong Sell Strong Sell Strong Sell
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

DFREX Comments

Write your thoughts about Dfa Real Estate Securities Portfolio Institutional Class
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email