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DFA Global Real Estate Securities I (DFGEX) Fund Ranking and Research

Ranking, Research and Recommendation of DFA Global Real Estate Securities I (DFGEX) Fund

    Last Trade: $10.92 on 7/25/2017, Change: +0.01 (0.09%)

 

Graph of DFA Global Real Estate Securities I Fund (DFGEX) ManagerFund Manager - Joseph H. Chi

Fund Manager Information

Fund Manager Tenure: 7.4 years
Fund Family: Dimensional Fund Advisors
Fund Category: Global Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)
Mr. Chi is a Portfolio Manager and Vice President of the Dimensional and a member of the Investment Committee. Mr. Chi has an MBA and BS from the University of California, Los Angeles and also a JD from the University of Southern California. Mr. Chi joined Dimensional as a portfolio manager in 2005 and has been responsible for the international equity portfolios since 2010.  Get more insights on Joseph H. Chi

 

Graph of DFA Global Real Estate Securities I Fund (DFGEX) ProfileDFA Global Real Estate Securities I Fund (DFGEX) Profile

Fund Profile and Description

DFA Global Real Estate Securities I Fund seeks long-term capital appreciation. DFA Global Real Estate Securities I Fund invests substantially all of its assets in DFA Real Estate Securities Portfolio and the DFA International Real Estate Securities Portfolio (the “underlying funds”). It seeks to achieve exposure to a broad portfolio of securities of U.S. and non-U.S. companies in the real estate industry, with a focus on real estate investment trusts (“REITs”) or companies that the advisor considers REIT-like entities by primarily purchasing shares of the underlying funds. The underlying funds can lend their portfolio securities to generate additional income.

 

DFA Global Real Estate Securities I (DFGEX) Fund Strength What we like about DFA Global Real Estate Securities I (DFGEX) Fund

Data for DFA Global Real Estate Securities I Fund (DFGEX) as of May 30, 2016

  • DFA Global Real Estate Securities I Fund (DFGEX) management has been with DFA Global Real Estate Securities I Fund for 7.4 years
  • DFA Global Real Estate Securities I Fund (DFGEX) has good short-term performance (1-year return 8.16% vs 0.79% Global Real Estate category median performance)
  • DFA Global Real Estate Securities I Fund (DFGEX) has good mid-term performance (3-year return 8.51% vs 5.24% Global Real Estate category median performance)
  • DFA Global Real Estate Securities I Fund (DFGEX) has good Long-term performance (5-year return 8.42% vs 5.67% Global Real Estate category median performance)
  • DFA Global Real Estate Securities I Fund (DFGEX) ratio of up-years vs down years is greater than 2
  • DFA Global Real Estate Securities I Fund (DFGEX) has a Morningstar rating of 4 and above
  • Asset base in DFA Global Real Estate Securities I Fund (DFGEX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • DFA Global Real Estate Securities I Fund (DFGEX) has an annual stock turnover rate of 1.00% vs Global Real Estate average of 58.14%. It is good that DFA Global Real Estate Securities I management does not trade extensively for its return.
  • DFA Global Real Estate Securities I Fund (DFGEX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.92, lower than category average of 12.98
  • DFA Global Real Estate Securities I Fund (DFGEX) has a lower expense ratio than its Global Real Estate average: 0.27% vs 1.39%
  • DFA Global Real Estate Securities I Fund (DFGEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

DFA Global Real Estate Securities I Fund (DFGEX) Weakness What we are cautious about DFA Global Real Estate Securities I (DFGEX) Fund

Data for DFA Global Real Estate Securities I Fund (DFGEX) as of May 30, 2016

See DFA Global Real Estate Securities I Fund (DFGEX) performance details as of May 30, 2016

 

What do you think?

 

Compare DFA Global Real Estate Securities I Fund (DFGEX)Compare with other top Global Real Estate category mutual funds

Aadditional top Global Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
DFA Global Real Estate Securities I7.118.168.518.42
MFS Global Real Estate R5 (MGLRX)7.347.247.857.73Compare
Oppenheimer Global Real Estate Y (OGRYX)3.602.716.960Compare
Third Avenue Real Estate Value Instl (TAREX)2.65-4.826.797.83Compare

See top fund managers for Global Real Estate Category Funds

 

Compare DFA Global Real Estate Securities I Fund (DFGEX)Compare with Global Real Estate category ETFs

Some Global Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust FTSE EN Dev Mkts Rel Est ETF (FFR)000
iShares Europe Developed Real Estate (IFEU)000
iShares International Dev Rel Est (IFGL)000
iShares International Developed Property (WPS)000
SPDR Dow Jones Global Real Estate ETF (RWO)000

 

Graph of DFA Global Real Estate Securities I Fund (DFGEX) Net Asset TrackingDFA Global Real Estate Securities I (DFGEX) Fund Net Asset

Track net asset change of DFA Global Real Estate Securities I fund (DFGEX)

DateNet Asset
05/2016$4.60B
03/2016$4.47B
02/2016$4.05B
More historic net asset information on DFA Global Real Estate Securities I Fund (DFGEX)

  

Graph of DFA Global Real Estate Securities I Fund (DFGEX) Portfolio TrackingDFA Global Real Estate Securities I (DFGEX) Fund Portfolio Allocation

Track portfolio allocation change of DFA Global Real Estate Securities I fund (DFGEX)

DateCashStockBondOther
04/20161.11%97.95%0%0.94%
02/20161.4%97.72%0%0.88%
01/20161.39%97.17%0%1.44%
Click here to see more historic asset allocation information on DFA Global Real Estate Securities I Fund (DFGEX)

 

graph of DFA Global Real Estate Securities I Fund (DFGEX) Top 10 Position TrackingTop 10 Holdings in DFA Global Real Estate Securities I (DFGEX) Fund

Discover what DFA Global Real Estate Securities I Fund (DFGEX) manager is buying

Apr 29, 2016
DFA Real Estate Securities I [36.43%]
DFA International Real Estate Sec I [35.77%]
Simon Property Group, Inc. Comm [2.42%]
Public Storage Common Stock [1.32%]
Welltower Inc. Common Stock [0.93%]
Equity Residential Common Share [0.89%]
AvalonBay Communities, Inc. Com [0.88%]
ProLogis, Inc. Common Stock [0.87%]
Ventas, Inc. Common Stock [0.76%]
Boston Properties, Inc. Common [0.7%]

Feb 28, 2016
DFA Real Estate Securities I [37.5%]
DFA International Real Estate Sec I [35.41%]
Simon Property Group, Inc. Comm [2.25%]
Public Storage Common Stock [1.4%]
Equity Residential Common Share [0.99%]
AvalonBay Communities, Inc. Com [0.9%]
Welltower Inc. Common Stock [0.9%]
ProLogis, Inc. Common Stock [0.77%]
Ventas, Inc. Common Stock [0.74%]
Boston Properties, Inc. Common [0.67%]

Jan 30, 2016
DFA Real Estate Securities I [37.92%]
DFA International Real Estate Sec I [34.96%]
Simon Property Group, Inc. Comm [2.16%]
Public Storage Common Stock [1.41%]
Equity Residential Common Share [0.99%]
AvalonBay Communities, Inc. Com [0.89%]
Welltower Inc. Common Stock [0.89%]
ProLogis, Inc. Common Stock [0.78%]
Ventas, Inc. Common Stock [0.74%]
Boston Properties, Inc. Common [0.67%]
Click here for Stock Holding Change Map in DFA Global Real Estate Securities I Fund (DFGEX)

  

Latest News on DFA Global Real Estate Securities I (DFGEX) Fund

See what is happening with DFA Global Real Estate Securities I Fund (DFGEX)

 

DFA Global Real Estate Securities I Fund (DFGEX) Related ResourcesSee more information on DFA Global Real Estate Securities I (DFGEX) Fund

Popular pages on DFA Global Real Estate Securities I (DFGEX) Fund

  

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