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Is DFA Global Real Estate Securities Port Fund (DFGEX) Worth Another Look?

DFA Global Real Estate Securities Port Fund ( DFGEX ) a Zacks Rank #2 (Buy) was incepted in June 2008. DFGEX seeks growth of capital for the long-run. DFGEX primarily invests its assets in securities of both domestic and foreign companies from the real estate industry. DFGEX also focuses on real estate investment trusts ("REITs"). The key objective of DFGEX is to invest in DFA International Real Estate Securities Portfolio as well as DFA Real Estate Securities Portfolio.

This Sector - Real Estate product, as of the last filing, allocates their fund in four major groups; Intermediate Bond, Foreign Stock, Large Growth and Small Value. Further, as of the last filing, DFA Real Estate Securities Portfolio, DFA International Real Estate Securities Portfolio and Simon Property Group Inc. were the top holdings for DFGEX.

The DFA Global Real Estate Securities Port fund, managed by Dimensional , carries an expense ratio of 0.27%. Moreover, DFGEX requires a minimal initial investment of $0.

DFGEX has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 8.51% and 5 year 8.42%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here .

DFGEX's performance, as of the last filing, when compared to funds in its category was in the top 38% in 1 year, top 40% over the past 3 years, and in the 42% over the past 5 years.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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