DFITX (DFA Intl Real Estate;I)
Net Asset Value: 5.54
1-Day Return:
0.02 (0.36%)
YTD Return as of 4/5/13: 7.16%
Classification: Intl Real Estate Funds Objective: Intl Real Estate Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
Total Returns (As of 4/05/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 7.16 | 29.91 | 15.51 | 1.04 | NA |
| Classification | 6.09 | 29.29 | 11.44 | 0.27 | 11.79 |
| Index (S&P 500) | NA | NA | NA | NA | NA |
| % Rank in Class (1-best,100=worst) | 38 | 59 | 7 | 35 | NA |
Fund Stats
More| Investment Objective: | Intl Real Estate |
|---|---|
| Net Assets ($Mil) | 1,830.80 |
| Inception Date: | 3/1/07 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 0.41% |
|
Sales Charge:
Load Type:
|
Institutional Load 0.00% 0.00% |
Top 10 Holdings (As of 7/31/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Westfield Group | NA | 7.79 |
| Unibail-rodamco Se | UL | 6.10 |
| Link Real Estate Investment Trust | NA | 3.59 |
| Land Securities Group Plc | LAND | 3.40 |
| Westfield Retail Trust | NA | 3.31 |
| Stockland Tr Mng | NA | 2.83 |
| British Land Company Plc | BLND | 2.46 |
| Gpt Group | NA | 2.20 |
| Goodman Group Pty Ltd | NA | 2.17 |
| Nippon Building Fund Inc Ord | NA | 2.16 |
| % of Total Holdings | 36.01 | |
